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Nonprofit · EIN 04-6029004

JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE

Tax-exempt · BOSTON, MA 02199

Financials

$254K$364K2023$903K$364K2024$567K$385K2025
Revenue Expenses · by fiscal year end
Financials of JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$566,753$384,707$182,046$6,431,772$0$6,431,772
December 31, 2024990-PF$902,946$363,566$539,380$6,164,060$0$6,164,060
December 31, 2023990-PF$254,348$363,939-$109,591$5,886,116$0$5,886,116
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$161,951
Interest
$6,684
Net gain from sales of assets
$398,118

Expenses

Grants and similar amounts paid
$300,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$302,611
Excise tax on investment income
$7,013

Balance sheet and other

Total assets, start of year
$6,164,060
Total assets, end of year
$6,431,772
Total liabilities, end of year
$0
Net assets, end of year
$6,431,772
Fair market value of assets
$6,431,772
Qualifying distributions
$302,611
Net investment income
$566,624

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
BRENDA S DIANA
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 02199
TRUSTEE0.1$0
MARTIN HALL
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 02199
TRUSTEE0.1$0
MICHELLE A KNIGHT
C/O RWA 800 BOYLSTON ST, BOSTON, MA 02199
TRUSTEE0.1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
BRENDA S DIANA
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE0.1$0
MARTIN HALL
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE0.1$0
JENNIFER S EWING
C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110
TRUSTEE0.1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BRENDA S DIANA
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE0.1$0
MARTIN HALL
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE0.1$0
JENNIFER S EWING
C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110
TRUSTEE0.1$0

Address and contacts

Address (IRS master file)
800 BOYLSTON ST FL 30, BOSTON, MA 02199-1900
In care of
% RWA
Signed the 990-PF
BRENDA S DIANA, TRUSTEE
Phone
(617) 865-6040
Return prepared by
EAG NEW ENGLAND 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 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
04-6029004
Exempt since
1973
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,431,772
Income (IRS master file)
$1,439,925

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$566,753$384,707$6,431,772XML
990-PFDecember 2024$902,946$363,566$6,164,060XML
990-PFDecember 2023$254,348$363,939$5,886,116XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-6029004).

Questions about JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE

What is the EIN of JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE?
The employer identification number (EIN) of JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE is 04-6029004.
Is JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt since 1973.
Which annual return does JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE 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 JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE 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 JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JAMES C MELVIN TRUST U/WILL NECT % J B AMES F BURR & A FULLER TTEE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $566,753, expenses of $384,707 and total assets of $6,431,772 at year end.

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