Nonprofit · EIN 04-6097443
JOHN W SYMONDS TRUST UW T 5747
Tax-exempt · BOSTON, MA 02114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $29,009 | $18,339 | $10,670 | $244,457 | $0 | $244,457 |
| September 30, 2024 | 990-PF | $20,773 | $14,328 | $6,445 | $233,787 | $0 | $233,787 |
| September 30, 2023 | 990-PF | $2,631 | $10,751 | -$8,120 | $227,342 | $0 | $227,342 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $7,663
- Net gain from sales of assets
- $21,346
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $35
- Excise tax on investment income
- $519
Balance sheet and other
- Total assets, start of year
- $233,787
- Total assets, end of year
- $244,457
- Total liabilities, end of year
- $0
- Net assets, end of year
- $244,457
- Fair market value of assets
- $321,372
- Qualifying distributions
- $35
- Net investment income
- $37,441
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TR CO 1 IRON STREET CAM, BOSTON, MA 02210 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TR CO 1 IRON STREET CAM, BOSTON, MA 02210 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET GLOBAL ADVISORS TR CO 1 IRON STREET CAM, BOSTON, MA 02210 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 CONGRESS STREET CAM, BOSTON, MA 02114-2010
- In care of
- % STATE BANK & TRUST CO TTEES
- Signed the 990-PF
- STATE STREET GLOBAL ADVISORS TR CO, TRUSTEE
- Phone
- (617) 664-4331
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6097443
- Exempt since
- 1970
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $244,457
- Income (IRS master file)
- $59,256
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $29,009 | $18,339 | $244,457 | IRS |
| 990-PF | September 2024 | $20,773 | $14,328 | $233,787 | XML |
| 990-PF | September 2023 | $2,631 | $10,751 | $227,342 | XML |
| 990-PF | September 2022 | – | – | – | 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 04-6097443).
Questions about JOHN W SYMONDS TRUST UW T 5747
- What is the EIN of JOHN W SYMONDS TRUST UW T 5747?
- The employer identification number (EIN) of JOHN W SYMONDS TRUST UW T 5747 is 04-6097443.
- Is JOHN W SYMONDS TRUST UW T 5747 tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1970.
- Which annual return does JOHN W SYMONDS TRUST UW T 5747 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN W SYMONDS TRUST UW T 5747 due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN W SYMONDS TRUST UW T 5747 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOHN W SYMONDS TRUST UW T 5747?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOHN W SYMONDS TRUST UW T 5747 have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $29,009, expenses of $18,339 and total assets of $244,457 at year end.
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