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Nonprofit · EIN 04-6094317

ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR

Tax-exempt · BOSTON, MA 02110

Financials

$199K$246K2023$306K$243K2024
Revenue Expenses · by fiscal year end
Financials of ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$305,678$242,580$63,098$3,377,593$0$3,377,593
June 30, 2024990$198,500$245,567-$47,067$3,313,814$0$3,313,814
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$305,678
Net gain from sales of assets
$181,854
Other revenue
$0

Expenses

Grants and similar amounts paid
$199,925
Compensation of officers, directors and key employees
$36,150
Salaries, compensation and benefits (total)
$36,150
Professional fundraising fees
$0
Legal fees
$937
Accounting fees
$3,200
Program services (functional)
$199,925
Management and general (functional)
$42,655

Balance sheet and other

Total assets, start of year
$3,313,814
Total assets, end of year
$3,377,593
Total liabilities, end of year
$0
Net assets, end of year
$3,377,593
Publicly traded securities
$3,284,737
Gross receipts
$616,173
Employees
0
Volunteers
0
Year formed
1908
State of legal domicile
MA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ADAM C RUTLEDGE SEE NOTEPART-TIME TRUSTEE
Trustee or director
1$0$16,067
ZACHARY A BOURQUE SEE NOTEPART-TIME TRUSTEE
Trustee or director
1$0$16,066
STANLEY F SCHLOZMANPART-TIME TRUSTEE
Trustee or director
0.2$4,017$0
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensationOther / benefits
GREGORY L GULLICKSON SEE NOTEPART-TIME TRUSTEE
Trustee or director
1$0$15,414
ZACHARY A BOURQUE SEE NOTEPART-TIME TRUSTEE
Trustee or director
1$0$15,413
STANLEY F SCHLOZMANPART-TIME TRUSTEE
Trustee or director
0.2$3,708$0

Address and contacts

Address (IRS master file)
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110-0000
In care of
% RICE HEARD & BIGELOW INC
Principal officer (990 for 2024)
ZACHARY A BOURQUE, RHB 1 FEDERAL ST FL 25, BOSTON, MA 02110
Signed the 990
ZACHARY A BOURQUE, TRUSTEE
Phone
(617) 227-1782
Return prepared by
RICE HEARD & BIGELOW INC

Mission

TO PROVIDE MONETARY SUPPORT TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, MA.

990 for the year ended June 30, 2025

Program accomplishments

  • PURSUANT TO PROBATE COURT JUDGEMENT DTD 8/22/01, PAYMENTS SHALL BE MADE ONLY TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, AND SHALL BE NO LESS THAN THE NET INCOME OF THE TRUST AND NO MORE THAN 5% OF AVERAGE FMV OF THE TRUST'S ASSETS ON 12/31 FOR THE THREE PRIOR YEARS.
    Expenses $199,925 · grants $199,925

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-6094317
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1981
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,377,593
Income (IRS master file)
$616,173

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$305,678$242,580$3,377,593XML
990June 2024$198,500$245,567$3,313,814XML
990June 2023$208,059$237,744$3,365,657IRS
990June 2022–––IRS
990June 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 04-6094317).

Questions about ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR

What is the EIN of ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR?
The employer identification number (EIN) of ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR is 04-6094317.
Is ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR?
The 990 for the year ended June 30, 2025 names ZACHARY A BOURQUE.
Who are the officers and directors of ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR?
The 990 for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization.
How much revenue does ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR have?
On its 990 for the year ended June 30, 2025 it reported revenue of $305,678, expenses of $242,580 and total assets of $3,377,593 at year end.

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