Nonprofit · EIN 04-6016348
ISABELLA M WELD TRUST 033110
Also known as NATHANIEL T DEXTER TR
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $680,157 | $116,239 | $563,918 | $2,843,533 | $0 | $2,843,533 |
| September 30, 2024 | 990 | $177,025 | $37,088 | $139,937 | $2,618,523 | $0 | $2,618,523 |
| September 30, 2023 | 990 | $61,309 | $45,482 | $15,827 | $2,012,845 | $0 | $2,012,845 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $680,157
- Net gain from sales of assets
- $618,394
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $82,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,300
- Program services (functional)
- $91,181
- Management and general (functional)
- $25,058
Balance sheet and other
- Total assets, start of year
- $2,618,523
- Total assets, end of year
- $2,843,533
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,843,533
- Publicly traded securities
- $2,749,638
- Gross receipts
- $3,032,612
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1910
- State of legal domicile
- MA
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Sheerr Beshears | Trustee Trustee or director | 1 | $0 |
| Sarah Conyngham | Trustee (start 1/2025) Trustee or director | 1 | $0 |
| Renat V Lumpau | Trustee Trustee or director | 1 | $0 |
| Cornelia VR Streeter | Trustee Trustee or director | 1 | $0 |
| Susannah Thayer | Trustee (end 1/2025) Trustee or director | 1 | $0 |
| Cecile Tucker | Trustee Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Sheerr Beshears | Trustee Trustee or director | 1 | $0 |
| Renat V Lumpau | Trustee Trustee or director | 1 | $0 |
| Cornelia VR Streeter | Trustee Trustee or director | 1 | $0 |
| Susannah Thayer | Trustee Trustee or director | 1 | $0 |
| Cecile Tucker | Trustee Trustee or director | 1 | $0 |
990 for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lauren Sheerr Beshears | Trustee Trustee or director | 1 | $0 |
| Renat V Lumpau | Trustee Trustee or director | 1 | $0 |
| Cornelia VR Streeter | Trustee Trustee or director | 1 | $0 |
| Susannah Thayer | Trustee Trustee or director | 1 | $0 |
| Cecile Tucker | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 961019, BOSTON, MA 02196-1019
- In care of
- % CHOATE HALL & STEWART
- Principal officer (990 for 2024)
- Renat V Lumpau, Choate LLP POBox 961019, Boston, MA 02196
- Signed the 990
- Renat V Lumpau, Trustee
- Phone
- (617) 248-5255
- Return prepared by
- Baker Newman & Noyes
Mission
To provide funds to President & Fellows of Harvard College (Harvard), Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard.
Program accomplishments
- To provide funds to President & Fellows of Harvard College (Harvard), Cambridge, MA to support operating and maintenance expenses for the Weld Boat House and the Rowing Program at Harvard.Expenses $91,181 · grants $82,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-6016348
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,843,533
- Income (IRS master file)
- $3,032,612
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $680,157 | $116,239 | $2,843,533 | XML |
| 990 | September 2024 | $177,025 | $37,088 | $2,618,523 | XML |
| 990 | September 2023 | $61,309 | $45,482 | $2,012,845 | XML |
| 990 | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 04-6016348).
Questions about ISABELLA M WELD TRUST 033110
- What is the EIN of ISABELLA M WELD TRUST 033110?
- The employer identification number (EIN) of ISABELLA M WELD TRUST 033110 is 04-6016348.
- Is ISABELLA M WELD TRUST 033110 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ISABELLA M WELD TRUST 033110 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ISABELLA M WELD TRUST 033110 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 ISABELLA M WELD TRUST 033110 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of ISABELLA M WELD TRUST 033110?
- The 990 for the year ended September 30, 2025 names Renat V Lumpau.
- Who are the officers and directors of ISABELLA M WELD TRUST 033110?
- The 990 for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ISABELLA M WELD TRUST 033110 have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $680,157, expenses of $116,239 and total assets of $2,843,533 at year end.
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