Skip to main content

Nonprofit · EIN 04-6016042

WILLIAM A LYNCH TRUST UW

Tax-exempt · BOSTON, MA 02110

Financials

$5K$4K2023$5K$7K2024$4K$4K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM A LYNCH TRUST UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,630$3,737-$107$28,852$0$28,852
December 31, 2024990-PF$4,507$7,363-$2,856$28,974$0$28,974
December 31, 2023990-PF$5,447$3,823$1,624$31,410$0$31,410
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$944
Net gain from sales of assets
$2,686

Expenses

Grants and similar amounts paid
$2,000
Compensation of officers, directors and key employees
$104
Disbursements for charitable purposes
$2,357
Excise tax on investment income
$39

Balance sheet and other

Total assets, start of year
$28,974
Total assets, end of year
$28,852
Total liabilities, end of year
$0
Net assets, end of year
$28,852
Fair market value of assets
$42,430
Qualifying distributions
$2,357
Net investment income
$3,630

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.

NameTitleHours / weekCompensation
Eastern Bank
125 HIGH ST STE 901 BOS-301, BOSTON, MA 02110
TRUSTEE1$104
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
Eastern Bank
125 HIGH ST STE 901 BOS-301, BOSTON, MA 02110
TRUSTEE1$105
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
EASTERN BANK EASTERN WEALTH MGMT
125 HIGH ST STE 901 BOS-301, BOSTON, MA 02110
TRUSTEE1$105

Address and contacts

Address (IRS master file)
125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110-0000
In care of
% EASTERN BANK & TRUST CO
Signed the 990-PF
JOHN CHIARIZIO, Executive VP
Phone
(781) 581-4292
Return prepared by
ERNST & YOUNG US 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6016042
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
1973
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$28,852
Income (IRS master file)
$20,586

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,630$3,737$28,852IRS
990-PFDecember 2024$4,507$7,363$28,974IRS
990-PFDecember 2023$5,447$3,823$31,410XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-6016042).

Questions about WILLIAM A LYNCH TRUST UW

What is the EIN of WILLIAM A LYNCH TRUST UW?
The employer identification number (EIN) of WILLIAM A LYNCH TRUST UW is 04-6016042.
Is WILLIAM A LYNCH TRUST UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to WILLIAM A LYNCH TRUST UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM A LYNCH TRUST UW file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM A LYNCH TRUST UW 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 WILLIAM A LYNCH TRUST UW 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 WILLIAM A LYNCH TRUST UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $104 (Eastern Bank, TRUSTEE).
How much revenue does WILLIAM A LYNCH TRUST UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,630, expenses of $3,737 and total assets of $28,852 at year end.

Other nonprofits in BOSTON

All nonprofits in BOSTON · Massachusetts