Nonprofit · EIN 04-6024428
TRUST FOR EDWARD EVERETT HALE MEMORIAL
Tax-exempt · BOSTON, MA 02205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $40,555 | $34,316 | $6,239 | $617,874 | $0 | $617,874 |
| December 31, 2023 | 990-PF | -$621 | $42,256 | -$42,877 | $606,314 | $0 | $606,314 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $18,050
- Net gain from sales of assets
- $22,501
- Other income
- $4
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $2,916
- Disbursements for charitable purposes
- $31,180
- Excise tax on investment income
- $1,245
Balance sheet and other
- Total assets, start of year
- $606,314
- Total assets, end of year
- $617,874
- Total liabilities, end of year
- $0
- Net assets, end of year
- $617,874
- Fair market value of assets
- $676,259
- Qualifying distributions
- $31,180
- Net investment income
- $92,719
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 |
|---|---|---|---|
| FIDUCIARY TRUST COMPANY PO BOX 55806, BOSTON, MA 022055806 | TRUSTEE | 1 | $2,916 |
| JANINE MUDGE 66 MARLBOROUGH ST, BOSTON, MA 02116 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $8,377 |
| JANINE MUDGE 66 MARLBOROUGH ST, BOSTON, MA 02116 | TRUSTEE | 1 | $0 |
| FIDUCIARY TRUST COMPANY PO BOX 55806, BOSTON, MA 022055806 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 55806, BOSTON, MA 02205-5806
- In care of
- % BANK OF AMERICA TTEE
- Signed the 990-PF
- FIDUCIARY TRUST COMPANY, TRUSTEE
- Phone
- (617) 482-5270
- Return prepared by
- FIDUCIARY TRUST COMPANY
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
- 04-6024428
- 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)
- $617,874
- Income (IRS master file)
- $256,636
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $40,555 | $34,316 | $617,874 | XML |
| 990-PF | December 2023 | -$621 | $42,256 | $606,314 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 04-6024428).
Questions about TRUST FOR EDWARD EVERETT HALE MEMORIAL
- What is the EIN of TRUST FOR EDWARD EVERETT HALE MEMORIAL?
- The employer identification number (EIN) of TRUST FOR EDWARD EVERETT HALE MEMORIAL is 04-6024428.
- Is TRUST FOR EDWARD EVERETT HALE MEMORIAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to TRUST FOR EDWARD EVERETT HALE MEMORIAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST FOR EDWARD EVERETT HALE MEMORIAL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST FOR EDWARD EVERETT HALE MEMORIAL 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 TRUST FOR EDWARD EVERETT HALE MEMORIAL 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 TRUST FOR EDWARD EVERETT HALE MEMORIAL?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $2,916 (FIDUCIARY TRUST COMPANY, TRUSTEE).
- How much revenue does TRUST FOR EDWARD EVERETT HALE MEMORIAL have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $40,555, expenses of $34,316 and total assets of $617,874 at year end.
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