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Nonprofit · EIN 04-6067847

JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W

Tax-exempt · BOSTON, MA 02199

Financials

$40K$77K2023$112K$75K2024$111K$82K2025
Revenue Expenses · by fiscal year end
Financials of JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$111,390$82,123$29,267$1,241,120$0$1,241,120
December 31, 2024990-PF$111,590$75,101$36,489$1,199,227$0$1,199,227
December 31, 2023990-PF$40,331$77,136-$36,805$1,150,538$0$1,150,538
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$31,836
Interest
$740
Net gain from sales of assets
$78,814

Expenses

Grants and similar amounts paid
$60,350
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$63,074
Excise tax on investment income
$1,316

Balance sheet and other

Total assets, start of year
$1,199,227
Total assets, end of year
$1,241,120
Total liabilities, end of year
$0
Net assets, end of year
$1,241,120
Fair market value of assets
$1,241,120
Qualifying distributions
$63,074
Net investment income
$111,372

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
MARTIN HALL
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 02199
TRUSTEE1$0
BRENDA S DIANA
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 02199
TRUSTEE1$0
MICHELLE A KNIGHT
C/O RWA WEALTH PARTNERS 800, BOYLSTON ST, BOSTON, MA 02199
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MARTIN HALL
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE1$0
BRENDA S DIANA
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE1$0
MICHELLE A KNIGHT
C/O RWA WEALTH PARTNERS 800, BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MARTIN HALL
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE1$0
MARC J BLOOSTEIN
C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110
TRUSTEE (RESIGNED 12/14/23)1$0
CAMERON CASEY
C/O CHOATE HALL STEWART 2 INTERNATI, NAL PLACE, BOSTON, MA 02110
TRUSTEE (RESIGNED 12/14/23)1$0
BRENDA S DIANA
C/O HALL DIANA 800 BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE (APPOINTED 12/14/23)1$0
MICHELLE A KNIGHT
C/O ROPES WEALTH ADVISORS 800, BOYLSTON ST, BOSTON, MA 021993600
TRUSTEE (APPOINTED 12/14/23)1$0

Address and contacts

Address (IRS master file)
CO HALL DIANA 800 BOYLSTON ST, BOSTON, MA 02199-0000
In care of
% HALL & DIANA LLC
Signed the 990-PF
MARTIN HALL, 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
04-6067847
Exempt since
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,241,120
Income (IRS master file)
$275,093

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$111,390$82,123$1,241,120XML
990-PFDecember 2024$111,590$75,101$1,199,227XML
990-PFDecember 2023$40,331$77,136$1,150,538XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 04-6067847).

Questions about JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W

What is the EIN of JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W?
The employer identification number (EIN) of JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W is 04-6067847.
Is JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W 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 JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W 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 JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JOHN D BRYANT TR UW NEC WINIFRED I LI JOHN WALLACE & W have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $111,390, expenses of $82,123 and total assets of $1,241,120 at year end.

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