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Nonprofit · EIN 04-6092944

MARGARET BURR TRUST UW 0709238

Tax-exempt · BOSTON, MA 02205

Financials

$5K$11K2023$4K$11K2024
Revenue Expenses · by fiscal year end
Financials of MARGARET BURR TRUST UW 0709238 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,372$11,239-$6,867$147,478$0$147,478
December 31, 2023990-PF$4,623$11,002-$6,379$154,345$0$154,345
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$3,106
Interest
$211
Net gain from sales of assets
$1,055

Expenses

Grants and similar amounts paid
$7,552
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$8,491
Excise tax on investment income
$23

Balance sheet and other

Total assets, start of year
$154,345
Total assets, end of year
$147,478
Total liabilities, end of year
$0
Net assets, end of year
$147,478
Fair market value of assets
$203,875
Qualifying distributions
$8,491
Net investment income
$4,372

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHARLES B ABBOTT
C/O NMF 155 SEAPORT BLVD, BOSTON, MA 02210
TRUSTEE1$0
EDWARD R SIEGFRIED
C/O NMF 155 SEAPORT BLVD, BOSTON, MA 02210
TRUSTEE1$0
ARTHUR T GARRITY JR
122 BROOK STREET, PLYMPTON, MA 02367
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CHARLES B ABBOTT
C/O NMF 155 SEAPORT BLVD, BOSTON, MA 02210
TRUSTEE1$0
EDWARD R SIEGFRIED
C/O NMF 155 SEAPORT BLVD, BOSTON, MA 02210
TRUSTEE1$0
ARTHUR T GARRITY JR
122 BROOK STREET, PLYMPTON, MA 02367
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 51400, BOSTON, MA 02205-1400
Signed the 990-PF
CHARLES B ABBOTT, TRUSTEE
Phone
(617) 439-2503
Return prepared by
NUTTER MCCLENNEN & FISH 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6092944
Exempt since
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$147,478
Income (IRS master file)
$7,329

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,372$11,239$147,478XML
990-PFDecember 2023$4,623$11,002$154,345XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 04-6092944).

Questions about MARGARET BURR TRUST UW 0709238

What is the EIN of MARGARET BURR TRUST UW 0709238?
The employer identification number (EIN) of MARGARET BURR TRUST UW 0709238 is 04-6092944.
Is MARGARET BURR TRUST UW 0709238 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does MARGARET BURR TRUST UW 0709238 file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGARET BURR TRUST UW 0709238 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 MARGARET BURR TRUST UW 0709238 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 MARGARET BURR TRUST UW 0709238?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MARGARET BURR TRUST UW 0709238 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,372, expenses of $11,239 and total assets of $147,478 at year end.

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