Nonprofit · EIN 04-3285764
EDWIN S AND RUTH M WHITE FUND 0082853
Also known as WARD RICHARD P TTEE
Tax-exempt · CONCORD, MA 01742
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $166,284 | $199,780 | -$33,496 | $631,853 | $0 | $631,853 |
| December 31, 2024 | 990-PF | $116,732 | $332,030 | -$215,298 | $678,204 | $0 | $678,204 |
| December 31, 2023 | 990-PF | $51,983 | $457,491 | -$405,508 | $880,608 | $0 | $880,608 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,477
- Net gain from sales of assets
- $147,807
Expenses
- Grants and similar amounts paid
- $190,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $191,955
- Excise tax on investment income
- $2,231
Balance sheet and other
- Total assets, start of year
- $678,204
- Total assets, end of year
- $631,853
- Total liabilities, end of year
- $0
- Net assets, end of year
- $631,853
- Fair market value of assets
- $958,971
- Qualifying distributions
- $191,955
- Net investment income
- $166,284
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH WHITE BOURNAKEL LAW OFFICES OF ELIZABETH S, REINHARDT AND ASSOCIATES LLC 676 EL, CONCORD, MA 01742 | TRUSTEE | 0.5 | $0 |
| JULIE WATKINS WHITE LAW OFFICES OF ELIZABETH S, REINHARDT AND ASSOCIATES LLC 676 EL, CONCORD, MA 01742 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH WHITE BOURNAKEL LAW OFFICES OF ELIZABETH S, REINHARDT AND ASSOCIATES LLC 676 EL, CONCORD, MA 01742 | TRUSTEE | 0.5 | $0 |
| JULIE WATKINS WHITE LAW OFFICES OF ELIZABETH S, REINHARDT AND ASSOCIATES LLC 676 EL, CONCORD, MA 01742 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH WHITE BOURNAKEL LAW OFFICES OF ELIZABETH S, REINHARDT AND ASSOCIATES LLC 676 EL, CONCORD, MA 01742 | TRUSTEE | 0.5 | $0 |
| JULIE WATKINS WHITE LAW OFFICES OF ELIZABETH S, REINHARDT AND ASSOCIATES LLC 676 EL, CONCORD, MA 01742 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 676 ELM ST STE 300, CONCORD, MA 01742-2134
- In care of
- % ROPES & GRAY LLP
- Signed the 990-PF
- SARAH WHITE BOURNAKEL, TRUSTEE
- Phone
- (978) 464-9003
- Return prepared by
- SMITH SULLIVAN & BROWN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3285764
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $631,853
- Income (IRS master file)
- $262,505
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $166,284 | $199,780 | $631,853 | IRS |
| 990-PF | December 2024 | $116,732 | $332,030 | $678,204 | XML |
| 990-PF | December 2023 | $51,983 | $457,491 | $880,608 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 04-3285764).
Questions about EDWIN S AND RUTH M WHITE FUND 0082853
- What is the EIN of EDWIN S AND RUTH M WHITE FUND 0082853?
- The employer identification number (EIN) of EDWIN S AND RUTH M WHITE FUND 0082853 is 04-3285764.
- Is EDWIN S AND RUTH M WHITE FUND 0082853 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to EDWIN S AND RUTH M WHITE FUND 0082853 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWIN S AND RUTH M WHITE FUND 0082853 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWIN S AND RUTH M WHITE FUND 0082853 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWIN S AND RUTH M WHITE FUND 0082853 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of EDWIN S AND RUTH M WHITE FUND 0082853?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does EDWIN S AND RUTH M WHITE FUND 0082853 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $166,284, expenses of $199,780 and total assets of $631,853 at year end.
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