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Nonprofit · EIN 04-6012203

D BLAKELY HOAR TR UW

Tax-exempt · BOSTON, MA 02205

Financials

$114K$132K2022$60K$65K2023$47K$52K2024
Revenue Expenses · by fiscal year end
Financials of D BLAKELY HOAR TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$46,525$52,240-$5,715$717,764$0$717,764
September 30, 2024990-PF$59,525$65,250-$5,725$723,479$0$723,479
September 30, 2023990-PF$113,982$132,464-$18,482$751,908$0$751,908
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$7,201
Interest
$5,671
Other income
$33,653

Expenses

Grants and similar amounts paid
$24,474
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$30,072
Excise tax on investment income
$339

Balance sheet and other

Total assets, start of year
$723,479
Total assets, end of year
$717,764
Total liabilities, end of year
$0
Net assets, end of year
$717,764
Fair market value of assets
$1,096,298
Qualifying distributions
$30,072
Net investment income
$46,525

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS P JALKUT
NUTTER MCCLENNEN FISH LLP PO BOX, BOSTON, MA 02205
TRUSTEE0$0
JULIA SATTI COSENTINO
NUTTER MCCLENNEN FISH LLP PO BOX, BOSTON, MA 02205
TRUSTEE0$0
990-PF for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
THOMAS P JALKUT
NUTTER MCCLENNEN FISH LLP PO BOX, BOSTON, MA 02205
TRUSTEE0$0
JULIA SATTI COSENTINO
NUTTER MCCLENNEN FISH LLP PO BOX, BOSTON, MA 02205
TRUSTEE0$0
990-PF for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensation
THOMAS P JALKUT
NUTTER MCCLENNEN FISH LLP PO BOX, BOSTON, MA 02205
TRUSTEE0$0
JULIA SATTI COSENTINO
NUTTER MCCLENNEN FISH LLP PO BOX, BOSTON, MA 02205
TRUSTEE0$0

Address and contacts

Address (IRS master file)
NUTTER MCCLENNEN FISHLLP POB 514, BOSTON, MA 02205-0000
In care of
% T JALKUT AND C ROSEBROCK TTEE
Signed the 990-PF
THOMAS P JALKUT, TRUSTEE
Phone
(617) 439-2498
Return prepared by
NUTTER MCCLENNEN & FISH 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-6012203
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$717,764
Income (IRS master file)
$46,525

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$46,525$52,240$717,764XML
990-PFSeptember 2024$59,525$65,250$723,479XML
990-PFSeptember 2023$113,982$132,464$751,908XML
990-PFSeptember 2022–––IRS
990-PFSeptember 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 04-6012203).

Questions about D BLAKELY HOAR TR UW

What is the EIN of D BLAKELY HOAR TR UW?
The employer identification number (EIN) of D BLAKELY HOAR TR UW is 04-6012203.
Is D BLAKELY HOAR TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does D BLAKELY HOAR TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of D BLAKELY HOAR TR UW due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did D BLAKELY HOAR TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of D BLAKELY HOAR TR UW?
The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does D BLAKELY HOAR TR UW have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $46,525, expenses of $52,240 and total assets of $717,764 at year end.

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