Nonprofit · EIN 04-6045866
WILLIAM A DAVIS TRUST
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $31,397 | $39,657 | -$8,260 | $421,382 | $0 | $421,382 |
| December 31, 2024 | 990-PF | $30,549 | $35,036 | -$4,487 | $429,892 | $0 | $429,892 |
| December 31, 2023 | 990-PF | $51,432 | $32,936 | $18,496 | $429,910 | $0 | $429,910 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,736
- Net gain from sales of assets
- $19,661
Expenses
- Grants and similar amounts paid
- $29,258
- Compensation of officers, directors and key employees
- $1,489
- Disbursements for charitable purposes
- $30,253
- Excise tax on investment income
- $370
Balance sheet and other
- Total assets, start of year
- $429,892
- Total assets, end of year
- $421,382
- Total liabilities, end of year
- $0
- Net assets, end of year
- $421,382
- Fair market value of assets
- $622,061
- Qualifying distributions
- $30,253
- Net investment income
- $31,397
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK 125 High Street Suite 901, BOSTON, MA 02110 | TRUSTEE | 1 | $1,489 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK 125 High Street Suite 901, BOSTON, MA 02110 | TRUSTEE | 1 | $1,356 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EASTERN BANK 125 High Street Suite 901, BOSTON, MA 02110 | TRUSTEE | 1 | $1,251 |
Address and contacts
- Address (IRS master file)
- 125 HIGH ST OLIVER ST TWR STE 901, BOSTON, MA 02110-0000
- In care of
- % EASTERN WEALTH MANAGEMENT
- Signed the 990-PF
- EASTERN BANK, Executive VP
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 04-6045866
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $421,382
- Income (IRS master file)
- $255,826
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $31,397 | $39,657 | $421,382 | IRS |
| 990-PF | December 2024 | $30,549 | $35,036 | $429,892 | XML |
| 990-PF | December 2023 | $51,432 | $32,936 | $429,910 | 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 04-6045866).
Questions about WILLIAM A DAVIS TRUST
- What is the EIN of WILLIAM A DAVIS TRUST?
- The employer identification number (EIN) of WILLIAM A DAVIS TRUST is 04-6045866.
- Is WILLIAM A DAVIS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does WILLIAM A DAVIS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A DAVIS TRUST 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 DAVIS TRUST 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 DAVIS TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,489 (EASTERN BANK, TRUSTEE).
- How much revenue does WILLIAM A DAVIS TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $31,397, expenses of $39,657 and total assets of $421,382 at year end.
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