Nonprofit · EIN 04-6022091
CHARLES SANDERS TRUST UW
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $727,971 | $440,032 | $287,939 | $3,991,295 | $0 | $3,991,295 |
| December 31, 2023 | 990-PF | $335,390 | $484,181 | -$148,791 | $3,703,356 | $0 | $3,703,356 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $115,480
- Net gain from sales of assets
- $368,867
- Other income
- $243,624
Expenses
- Grants and similar amounts paid
- $360,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $374,704
- Excise tax on investment income
- $9,099
Balance sheet and other
- Total assets, start of year
- $3,703,356
- Total assets, end of year
- $3,991,295
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,991,295
- Fair market value of assets
- $7,350,727
- Qualifying distributions
- $374,704
- Net investment income
- $717,706
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 |
|---|---|---|---|
| DUDLEY H WILLIS 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| NEIL THOMPSON 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| RICHARD BYRD 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| MATTHEW MEGARGEL 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| G WEST SALTONSTALL 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| NATHANIEL JEPPSON 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY H WILLIS 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| NEIL THOMPSON 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| RICHARD BYRD 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| MATTHEW MEGARGEL 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
| G WEST SALTONSTALL 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 50 CONGRESS ST STE 800, BOSTON, MA 02109-4034
- In care of
- % SALTONSTALL & CO LLP
- Signed the 990-PF
- DUDLEY H WILLIS, TRUSTEE
- Phone
- (617) 227-8660
- Return prepared by
- GRANT THORNTON ADVISORS LLC
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
- 04-6022091
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,991,295
- Income (IRS master file)
- $1,189,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $727,971 | $440,032 | $3,991,295 | XML |
| 990-PF | December 2023 | $335,390 | $484,181 | $3,703,356 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 04-6022091).
Questions about CHARLES SANDERS TRUST UW
- What is the EIN of CHARLES SANDERS TRUST UW?
- The employer identification number (EIN) of CHARLES SANDERS TRUST UW is 04-6022091.
- Is CHARLES SANDERS TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1977.
- Which annual return does CHARLES SANDERS TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES SANDERS TRUST UW 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 CHARLES SANDERS TRUST UW 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 CHARLES SANDERS TRUST UW?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does CHARLES SANDERS TRUST UW have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $727,971, expenses of $440,032 and total assets of $3,991,295 at year end.
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