Nonprofit · EIN 04-6061028
TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $797,529 | $450,193 | $347,336 | $2,968,627 | $0 | $2,968,627 |
| May 31, 2025 | 990-PF | $456,296 | $405,203 | $51,093 | $2,621,291 | $0 | $2,621,291 |
| May 31, 2024 | 990-PF | $428,447 | $381,334 | $47,113 | $2,570,198 | $0 | $2,570,198 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $79,851
- Net gain from sales of assets
- $717,678
Expenses
- Grants and similar amounts paid
- $385,000
- Compensation of officers, directors and key employees
- $30,239
- Disbursements for charitable purposes
- $411,971
- Excise tax on investment income
- $10,625
Balance sheet and other
- Total assets, start of year
- $2,621,291
- Total assets, end of year
- $2,968,627
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,968,627
- Fair market value of assets
- $7,953,368
- Qualifying distributions
- $411,971
- Net investment income
- $797,635
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C-F DAVID BOIT 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $10,083 |
| ANDREW CUMMINGS 1108 SHEPHERD ST, DURHAM, NC 27707 | TRUSTEE | 1 | $10,078 |
| SARAH GALLOP 25 GRAYSON ROAD, WINCHESTER, MA 01890 | TRUSTEE | 1 | $10,078 |
990-PF for the year ended May 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| C-F DAVID BOIT 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $11,351 |
| ANDREW CUMMINGS 1108 SHEPHERD ST, DURHAM, NC 27707 | TRUSTEE | 1 | $11,347 |
| SARAH GALLOP 25 GRAYSON ROAD, WINCHESTER, MA 01890 | TRUSTEE | 1 | $7,634 |
990-PF for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW CUMMINGS 1108 SHEPHERD ST, DURHAM, NC 27707 | TRUSTEE | 1 | $10,976 |
| C-F DAVID BOIT 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $10,968 |
| PAUL PARRAVANO MIT GOVT RELATIONS RM 11-245 77, MASS AVE, CAMBRIDGE, MA 02139 | TRUSTEE | 1 | $7,172 |
Address and contacts
- Address (IRS master file)
- LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110-0000
- In care of
- % LORING WOLCOTT & COOLIDGE OFFICES
- Signed the 990-PF
- C-F DAVID BOIT, TRUSTEE
- Phone
- (617) 523-6531
- Website
- MOSESKIMBALLFUND.ORG
- Return prepared by
- LORING WOLCOTT & COOLIDGE TRUST 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6061028
- 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
- 1943
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,968,627
- Income (IRS master file)
- $1,080,053
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $797,529 | $450,193 | $2,968,627 | XML |
| 990-PF | May 2025 | $456,296 | $405,203 | $2,621,291 | XML |
| 990-PF | May 2024 | $428,447 | $381,334 | $2,570,198 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 04-6061028).
Questions about TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF
- What is the EIN of TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF?
- The employer identification number (EIN) of TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF is 04-6061028.
- Is TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF?
- The 990-PF for the year ended May 31, 2026 lists 3 people; 3 received compensation from the organization, the highest $10,083 (C-F DAVID BOIT, TRUSTEE).
- How much revenue does TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $797,529, expenses of $450,193 and total assets of $2,968,627 at year end.
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