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Nonprofit · EIN 04-2731784

WHITE COMPANIES CHARITABLE TRUST

Tax-exempt · AUBURN, MA 01501

Financials

$586K$145K2023$1.1M$146K2024$921K$179K2025
Revenue Expenses · by fiscal year end
Financials of WHITE COMPANIES CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$921,020$178,645$742,375$4,004,015$0$4,004,015
April 30, 2025990-PF$1,112,044$145,720$966,324$3,261,640$0$3,261,640
April 30, 2024990-PF$586,107$144,768$441,339$2,295,316$0$2,295,316
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Contributions, gifts and grants
$800,000
Dividends
$121,002
Interest
$18

Expenses

Grants and similar amounts paid
$155,482
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$158,427
Excise tax on investment income
$1,418

Balance sheet and other

Total assets, start of year
$3,261,640
Total assets, end of year
$4,004,015
Total liabilities, end of year
$0
Net assets, end of year
$4,004,015
Fair market value of assets
$5,082,428
Qualifying distributions
$158,427
Net investment income
$121,020

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
DAVID H WHITE
40 NORTH BRIGHAM HILL ROAD, NORTH GRAFTON, MA 01536
TRUSTEE0.1$0
HEATHER E WHITNEY
7 TANNERY DRIVE, JEFFERSON, MA 01522
TRUSTEE0.1$0
MARK L DONAHUE
370 MAIN ST, WORCESTER, MA 01608
TRUSTEE0.1$0
990-PF for the year ended April 30, 2025: 3 people
NameTitleHours / weekCompensation
DAVID H WHITE
40 NORTH BRIGHAM HILL ROAD, NORTH GRAFTON, MA 01536
TRUSTEE0.1$0
HEATHER E WHITNEY
7 TANNERY DRIVE, JEFFERSON, MA 01522
TRUSTEE0.1$0
MARK L DONAHUE
370 MAIN ST, WORCESTER, MA 01608
TRUSTEE0.1$0
990-PF for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
DAVID H WHITE
40 NORTH BRIGHAM HILL ROAD, NORTH GRAFTON, MA 01536
TRUSTEE0$0
HEATHER E WHITNEY
7 TANNERY DRIVE, JEFFERSON, MA 01522
TRUSTEE0$0
MARK L DONAHUE
370 MAIN ST, WORCESTER, MA 01608
TRUSTEE0$0

Address and contacts

Address (IRS master file)
41 CENTRAL ST, AUBURN, MA 01501-2304
In care of
% DAVID H WHITE
Signed the 990-PF
DAVID H WHITE, TRUSTEE
Phone
(508) 832-3295
Return prepared by
CITRIN COOPERMAN ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
04-2731784
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
1981
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$4,004,015
Income (IRS master file)
$921,020

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$921,020$178,645$4,004,015XML
990-PFApril 2025$1,112,044$145,720$3,261,640XML
990-PFApril 2024$586,107$144,768$2,295,316XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2019–––IRS
990-PFApril 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 04-2731784).

Questions about WHITE COMPANIES CHARITABLE TRUST

What is the EIN of WHITE COMPANIES CHARITABLE TRUST?
The employer identification number (EIN) of WHITE COMPANIES CHARITABLE TRUST is 04-2731784.
Is WHITE COMPANIES CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to WHITE COMPANIES CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WHITE COMPANIES CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WHITE COMPANIES CHARITABLE TRUST due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WHITE COMPANIES CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of WHITE COMPANIES CHARITABLE TRUST?
The 990-PF for the year ended April 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does WHITE COMPANIES CHARITABLE TRUST have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $921,020, expenses of $178,645 and total assets of $4,004,015 at year end.

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