Nonprofit · EIN 04-6118681
WESLEY WEYMAN TR UW
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $36,210 | $22,466 | $13,744 | $155,490 | $0 | $155,490 |
| January 31, 2025 | 990-PF | $28,541 | $22,968 | $5,573 | $141,746 | $0 | $141,746 |
| January 31, 2024 | 990-PF | $19,728 | $22,582 | -$2,854 | $136,173 | $0 | $136,173 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $4,652
- Interest
- $293
- Net gain from sales of assets
- $31,265
Expenses
- Grants and similar amounts paid
- $16,182
- Compensation of officers, directors and key employees
- $987
- Disbursements for charitable purposes
- $16,217
- Excise tax on investment income
- $423
Balance sheet and other
- Total assets, start of year
- $141,746
- Total assets, end of year
- $155,490
- Total liabilities, end of year
- $0
- Net assets, end of year
- $155,490
- Fair market value of assets
- $324,171
- Qualifying distributions
- $16,217
- Net investment income
- $36,210
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE C SHREFFLER HARVARD UNIVERSITY DEPT OF MUSIC, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $494 |
| SUZANNAH CLARK HARVARD UNIVERSITY DEPT OF MUSIC, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $493 |
| PAMELA R CHANG 45 SCHOOL STREET 5TH FL-, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
| BENJAMIN L B GARFIELD 45 SCHOOL STREET, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
990-PF for the year ended January 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE C SHREFFLER HARVARD UNIVERSITY DEPT OF MUSIC, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $507 |
| SUZANNAH CLARK HARVARD UNIVERSITY DEPT OF MUSIC, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $506 |
| PAMELA R CHANG 45 SCHOOL STREET 5TH FL-, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
990-PF for the year ended January 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE C SHREFFLER HARVARD UNIVERSITY DEPT OF MUSIC, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $407 |
| SUZANNAH CLARK HARVARD UNIVERSITY DEPT OF MUSIC, CAMBRIDGE, MA 02138 | TRUSTEE | 1 | $407 |
| PAMELA R CHANG 45 SCHOOL STREET 5TH FL-, BOSTON, MA 02108 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3207
- In care of
- % WELCH & FORBES
- Signed the 990-PF
- BENJAMIN L B GARFIELD, TRUSTEE
- Phone
- (617) 523-1635
- Return prepared by
- WELCH & FORBES 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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6118681
- 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
- 1958
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $155,490
- Income (IRS master file)
- $61,270
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $36,210 | $22,466 | $155,490 | XML |
| 990-PF | January 2025 | $28,541 | $22,968 | $141,746 | XML |
| 990-PF | January 2024 | $19,728 | $22,582 | $136,173 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-PF | January 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 04-6118681).
Questions about WESLEY WEYMAN TR UW
- What is the EIN of WESLEY WEYMAN TR UW?
- The employer identification number (EIN) of WESLEY WEYMAN TR UW is 04-6118681.
- Is WESLEY WEYMAN TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to WESLEY WEYMAN TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WESLEY WEYMAN TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WESLEY WEYMAN TR UW due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESLEY WEYMAN TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of WESLEY WEYMAN TR UW?
- The 990-PF for the year ended January 31, 2026 lists 4 people; 2 received compensation from the organization, the highest $494 (ANNE C SHREFFLER, TRUSTEE).
- How much revenue does WESLEY WEYMAN TR UW have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $36,210, expenses of $22,466 and total assets of $155,490 at year end.
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