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Nonprofit · EIN 04-3363695

ROBERT W & GLADYS S MESERVE CHARITABLE TR

Also known as CHARLES R PLATT TTEE

Tax-exempt · BOSTON, MA 02196

Financials

$116K$111K2023$95K$130K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT W & GLADYS S MESERVE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$94,643$130,371-$35,728$293,445$0$293,445
August 31, 2024990-PF$116,058$111,217$4,841$329,499$0$329,499
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$33,712
Interest
$355
Net gain from sales of assets
$60,576

Expenses

Grants and similar amounts paid
$99,000
Compensation of officers, directors and key employees
$13,029
Disbursements for charitable purposes
$100,502
Excise tax on investment income
$927

Balance sheet and other

Total assets, start of year
$329,499
Total assets, end of year
$293,445
Total liabilities, end of year
$0
Net assets, end of year
$293,445
Fair market value of assets
$2,293,445
Qualifying distributions
$100,502
Net investment income
$94,643

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHARLES R PLATT
75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE0.5$6,515
RYAN P MCMANUS
75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE0.5$6,514
ROBERTA M WEIL
C/O HEMENWAY BARNES 75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE1$0
WILLIAM G MESERVE
C/O HEMENWAY BARNES 75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE3$0
RICHARD A MESERVE
C/O HEMENWAY BARNES 75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE1$0
990-PF for the year ended August 31, 2024: 6 people
NameTitleHours / weekCompensation
ARTHUR B PAGE
75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE0.5$11,584
ROBERTA M WEIL
C/O HEMENWAY BARNES 75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE1$0
WILLIAM G MESERVE
C/O HEMENWAY BARNES 75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE3$0
RICHARD A MESERVE
C/O HEMENWAY BARNES 75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE1$0
CHARLES R PLATT
75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE0.5$0
RYAN P MCMANUS
75 STATE STREET, BOSTON, MA 02109
CO-TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
PO BOX 961209, BOSTON, MA 02196-1209
In care of
% HEMENWAY & BARNES LLP
Signed the 990-PF
CHARLES R PLATT, TRUSTEE
Phone
(617) 227-7940
Return prepared by
HEMENWAY & BARNES 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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
04-3363695
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
1996
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$293,445
Income (IRS master file)
$165,084

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$94,643$130,371$293,445XML
990-PFAugust 2024$116,058$111,217$329,499XML
990-PFAugust 2023–––IRS
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––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 04-3363695).

Questions about ROBERT W & GLADYS S MESERVE CHARITABLE TR

What is the EIN of ROBERT W & GLADYS S MESERVE CHARITABLE TR?
The employer identification number (EIN) of ROBERT W & GLADYS S MESERVE CHARITABLE TR is 04-3363695.
Is ROBERT W & GLADYS S MESERVE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Which annual return does ROBERT W & GLADYS S MESERVE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT W & GLADYS S MESERVE CHARITABLE TR due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT W & GLADYS S MESERVE CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of ROBERT W & GLADYS S MESERVE CHARITABLE TR?
The 990-PF for the year ended August 31, 2025 lists 5 people; 2 received compensation from the organization, the highest $6,515 (CHARLES R PLATT, CO-TRUSTEE).
How much revenue does ROBERT W & GLADYS S MESERVE CHARITABLE TR have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $94,643, expenses of $130,371 and total assets of $293,445 at year end.

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