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MARY L GEORGE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MARY L GEORGE FOUNDATION (EIN 86-1733798)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-20
IRS object ID
202620799349100017
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-20T11:12:50-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861733798EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mary L George FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Jeffrey OConnorInCareOfNm
Business Name ControlMARYBusinessNameControlTxt
Phone9788213003PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 Walnut Street STE Apt 2AddressLine1Txt
CityBelmontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02478ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY OCONNORPersonNm
Person TitleTreasurerPersonTitleTxt
Phone9788213003PhoneNum
Signature2026-03-20SignatureDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$622,360FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,624DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,624DividendsNetInvstIncmAmt
Total Rev And Expnss$39,628TotalRevAndExpnssAmt
Total Net Invst Incm$4,628TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$75LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$75LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$434TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$434TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,998OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,998OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,007TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,007TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,399ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,399ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,406TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,406TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,222ExcessRevenueOverExpensesAmt
Net Investment Income$4,628NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,022CashBOYAmt
Cash EOY$7,919CashEOYAmt
Cash EOYFMV$7,919CashEOYFMVAmt
Corporate Stock BOY$414,452CorporateStockBOYAmt
Corporate Stock EOY$417,777CorporateStockEOYAmt
Corporate Stock EOYFMV$614,441CorporateStockEOYFMVAmt
Total Assets BOY$424,474TotalAssetsBOYAmt
Total Assets EOY$425,696TotalAssetsEOYAmt
Total Assets EOYFMV$622,360TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$424,474RetainedEarningBOYAmt
Retained Earning EOY$425,696RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$424,474TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$425,696TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$424,474TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$425,696TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$424,474TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,222ExcessRevenueOverExpensesAmt
Subtotal$425,696SubtotalAmt
Tot Net Ast Or Fund Balances EOY$425,696TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$64InvestmentIncomeExciseTaxAmt
Subtotal$64SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Tax Due$64TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.marygeorge.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Jeffrey P OConnorBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9788213003PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line124 Walnut StreetAddressLine1Txt
CityBelmontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02478ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL D OCONNOR
24 Walnut Street STE 2BelmontMA02478President4.00$0$0$0
JAMES M OCONNOR
24 Walnut Street STE 2BelmontMA02478Vice President4.00$0$0$0
JEFFREY P OCONNOR
24 Walnut Street STE 2BelmontMA02478Treasurer4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1College ScholarshipsDescription1Txt
Expenses1$35,399Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$568,266AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$576,588TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$576,588AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,649CashDeemedCharitableAmt
Net Vl Noncharitable Assets$567,939NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,397MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,397MinimumInvestmentReturnAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Total Tax$64TotalTaxAmt
Distributable Before Adj$28,333DistributableBeforeAdjAmt
Distributable Before Ded$28,333DistributableBeforeDedAmt
Distributable As Adjusted$28,333DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,406ExpensesAndContributionsAmt
Qualifying Distributions$38,406QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,333DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$5,187ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$984ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,171TotalExcessDistributionCyovAmt
Qualifying Distributions$38,406QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,162AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,244RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$6,171ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,171ExcessDistributionCyovAppCYAmt
Total Corpus$16,244TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$16,244ExcessDistriCyovToNextYrAmt
Excess From Current Year$16,244ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES M OCONNOR JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PHOENIX GATLIN
73 W River RdWatervilleME04901NoneICollege Scholarship$5,000
HALEY DUNN
104 Western AveWatervilleME04901NoneICollege Scholarship$7,500
HANNAH HAFENECKER
2 Donald StWatervilleME04901NoneICollege Scholarship$5,000
MADISON YAKIMCHICK
40 Summer StWatervilleME04901NoneICollege Scholarship$5,000
ABIGAIL DUDLEY
98 Clinton AveWinslowME04901NoneICollege Scholarship$5,000
SADIE WILLIAMS
55 Boutelle AveWatervilleME04901NoneICollege Scholarship$5,000
ROBERT JOSEPH-REED
71 Village Green RdWatervilleME04901NoneICollege Scholarship$2,500
BRIANNA BATES
20 Crestwood DriveWatervilleME04901NoneICollege Scholarship$399
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,399TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES M OCONNOR JRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124 Walnut Street Ste 2AddressLine1Txt
CityBelmontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02478ZIPCd
FieldValueIRS element (for citing)
Total Contributions$35,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Amazoncom Inc$93,036$167,345
Microsoft Corp$127,303$187,743
Fidelity Blue Chip Growth Fund$126,974$156,305
Vanguard Growth Index Fund$70,464$103,048

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegalCategoryTxt
Legal Fees$75LegalFeesAmt
Disbursements Charitable Prps$75DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ComputerInternet$1,825$1,825
Tax Software$138$138
State Annual Report$35$35

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryWebsiteCategoryTxt
Amt$500Amt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJAMES M OCONNOR JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 Walnut Street Ste 2AddressLine1Txt
CityBelmontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02478ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxCategoryTxt
Amt$434Amt
Disbursements Charitable Prps$434DisbursementsCharitablePrpsAmt

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