Nonprofit · EIN 02-6006398
GEORGE A WENTWORTH TRUST UW
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $218,219 | $317,488 | -$99,269 | $1,438,452 | $0 | $1,438,452 |
| July 31, 2024 | 990-PF | $112,099 | $122,885 | -$10,786 | $1,536,366 | $0 | $1,536,366 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $49,570
- Net gain from sales of assets
- $168,649
Expenses
- Grants and similar amounts paid
- $267,322
- Compensation of officers, directors and key employees
- $4,398
- Disbursements for charitable purposes
- $273,840
- Excise tax on investment income
- $2,755
Balance sheet and other
- Total assets, start of year
- $1,536,366
- Total assets, end of year
- $1,438,452
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,438,452
- Fair market value of assets
- $1,966,414
- Qualifying distributions
- $273,840
- Net investment income
- $218,219
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-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK 125 HIGH ST STE 901 BOS-301, BOSTON, MA 02110 | CO-TRUSTEE | 2 | $4,398 |
| RICHARD D SAGER ESQ 100 LONG RIDGE ROAD, SANBORNVILLE, NH 03872 | CO-TRUSTEE | 1 | $0 |
| AMALI COWAN 58 COLUMBUS AVENUE, EXETER, NH 03833 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK 125 HIGH ST STE 901 BOS-301, BOSTON, MA 02110 | CO-TRUSTEE | 2 | $4,259 |
| RICHARD D SAGER ESQ 100 LONG RIDGE ROAD, SANBORNVILLE, NH 03872 | CO-TRUSTEE | 1 | $0 |
| AMALI COWAN 58 COLUMBUS AVENUE, EXETER, NH 03833 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110-0000
- In care of
- % CAMBRIDGE TR CO
- Signed the 990-PF
- EASTERN BANK, Executive VP
- Phone
- (617) 441-1548
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 02-6006398
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,438,452
- Income (IRS master file)
- $783,437
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $218,219 | $317,488 | $1,438,452 | XML |
| 990-PF | July 2024 | $112,099 | $122,885 | $1,536,366 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 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 02-6006398).
Questions about GEORGE A WENTWORTH TRUST UW
- What is the EIN of GEORGE A WENTWORTH TRUST UW?
- The employer identification number (EIN) of GEORGE A WENTWORTH TRUST UW is 02-6006398.
- Is GEORGE A WENTWORTH TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to GEORGE A WENTWORTH TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE A WENTWORTH TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE A WENTWORTH TRUST UW due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE A WENTWORTH TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of GEORGE A WENTWORTH TRUST UW?
- The 990-PF for the year ended July 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $4,398 (EASTERN BANK, CO-TRUSTEE).
- How much revenue does GEORGE A WENTWORTH TRUST UW have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $218,219, expenses of $317,488 and total assets of $1,438,452 at year end.
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