Nonprofit · EIN 04-3368079
AUSOLUS TR
Also known as PUTNAM GEORGE TTEE
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,025,942 | $1,741,641 | -$715,699 | $32,406,464 | $0 | $32,406,464 |
| December 31, 2023 | 990-PF | $2,470,779 | $1,673,327 | $797,452 | $29,576,368 | $0 | $29,576,368 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $557,868
- Net gain from sales of assets
- $450,671
- Other income
- $17,403
Expenses
- Grants and similar amounts paid
- $1,515,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,533,250
- Excise tax on investment income
- $11,503
Balance sheet and other
- Total assets, start of year
- $29,576,368
- Total assets, end of year
- $32,406,464
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,406,464
- Fair market value of assets
- $32,406,464
- Qualifying distributions
- $1,533,250
- Net investment income
- $1,025,942
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE PUTNAM III C/O THE BOSTON FAMILY OFFICE 88, BROAD STREET 2ND FLOOR, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| BARBARA P LYMAN C/O THE BOSTON FAMILY OFFICE 88, BROAD STREET 2ND FLOOR, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| SUSAN W PECK C/O THE BOSTON FAMILY OFFICE 88, BROAD STREET 2ND FLOOR, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE PUTNAM III C/O THE BOSTON FAMILY OFFICE 88, BROAD STREET 2ND FLOOR, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| BARBARA P LYMAN C/O THE BOSTON FAMILY OFFICE 88, BROAD STREET 2ND FLOOR, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| SUSAN W PECK C/O THE BOSTON FAMILY OFFICE 88, BROAD STREET 2ND FLOOR, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 20 CUSTOM HOUSE ST STE 700, BOSTON, MA 02110-3513
- In care of
- % GEORGE P BEAL
- Signed the 990-PF
- GEORGE PUTNAM III, TRUSTEE
- Phone
- (617) 624-0800
- Return prepared by
- WOLF & COMPANY 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 | Not 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
- 04-3368079
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $32,406,464
- Income (IRS master file)
- $3,450,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,025,942 | $1,741,641 | $32,406,464 | XML |
| 990-PF | December 2023 | $2,470,779 | $1,673,327 | $29,576,368 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 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 04-3368079).
Questions about AUSOLUS TR
- What is the EIN of AUSOLUS TR?
- The employer identification number (EIN) of AUSOLUS TR is 04-3368079.
- Is AUSOLUS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to AUSOLUS TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AUSOLUS TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AUSOLUS TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AUSOLUS TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of AUSOLUS TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does AUSOLUS TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,025,942, expenses of $1,741,641 and total assets of $32,406,464 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations