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Nonprofit · EIN 04-6144732

ANNA B STEARNS CHARITABLE FOUNDATION INC

Tax-exempt · BOSTON, MA 02205

Financials

$777K$945K2023$830K$1M2024$1.2M$1M2025
Revenue Expenses · by fiscal year end
Financials of ANNA B STEARNS CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,244,770$1,046,675$198,095$10,512,599$0$10,512,599
December 31, 2024990-PF$830,103$1,019,027-$188,924$10,314,566$0$10,314,566
December 31, 2023990-PF$777,226$945,072-$167,846$10,503,584$0$10,503,584
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$423,831
Net gain from sales of assets
$820,939

Expenses

Grants and similar amounts paid
$835,460
Compensation of officers, directors and key employees
$1,150
Disbursements for charitable purposes
$968,242
Excise tax on investment income
$15,734

Balance sheet and other

Total assets, start of year
$10,314,566
Total assets, end of year
$10,512,599
Total liabilities, end of year
$0
Net assets, end of year
$10,512,599
Fair market value of assets
$19,726,265
Qualifying distributions
$968,242
Net investment income
$1,198,640

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
ALEXANDRA OLIVER-DAVILA
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$400
PAIGE JOHNSON ROTH
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TREASURER0$150
KATHRYN A WHEELER
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$150
ALISON SIMMONS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$150
ELAINE NG
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$150
LORNA RIVERA
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$150
SYLVIA SIMMONS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$0
JENNIFER COLLINS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
PRESIDENT & CLERK0$0
KATIE SMITH MILWAY
10 LAUREL TERRACE, WELLESLEY, MA 02481
TRUSTEE0$0
ANDREA ZAYAS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
ALEXANDRA OLIVER-DAVILA
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$400
PAIGE JOHNSON ROTH
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TREASURER0$150
KATHRYN A WHEELER
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$150
ALISON SIMMONS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$150
SYLVIA SIMMONS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$0
JENNIFER COLLINS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
PRESIDENT & CLERK0$0
KATIE SMITH MILWAY
10 LAUREL TERRACE, WELLESLEY, MA 02481
TRUSTEE0$0
ANDREA ZAYAS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
ALEXANDRA OLIVER-DAVILA
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$400
PAIGE JOHNSON ROTH
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TREASURER0$150
KATHRYN A WHEELER
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$150
KATIE SMITH MILWAY
10 LAUREL TERRACE, WELLESLEY, MA 02481
TRUSTEE0$150
ALISON SIMMONS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$150
SYLVIA SIMMONS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$0
JENNIFER COLLINS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
PRESIDENT & CLERK0$0
ANDREA ZAYAS
C/O GRANTS MGMT ASSOC 2 LIBERTY SQ, BOSTON, MA 02109
TRUSTEE0$0

Address and contacts

Address (IRS master file)
C/O FIDUCIARY TRUST CO PO BOX 5, BOSTON, MA 02205-0000
In care of
% FIDUCIARY TRUST CO
Signed the 990-PF
PAIGE JOHNSON ROTH, TREASURER
Phone
(617) 482-5270
Return prepared by
FIDUCIARY TRUST COMPANY

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
04-6144732
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
1967
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,512,599
Income (IRS master file)
$3,074,442

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,244,770$1,046,675$10,512,599IRS
990-PFDecember 2024$830,103$1,019,027$10,314,566IRS
990-PFDecember 2023$777,226$945,072$10,503,584XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 04-6144732).

Questions about ANNA B STEARNS CHARITABLE FOUNDATION INC

What is the EIN of ANNA B STEARNS CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of ANNA B STEARNS CHARITABLE FOUNDATION INC is 04-6144732.
Is ANNA B STEARNS CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to ANNA B STEARNS CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNA B STEARNS CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNA B STEARNS CHARITABLE FOUNDATION INC 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 ANNA B STEARNS CHARITABLE FOUNDATION INC 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 ANNA B STEARNS CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 10 people; 6 received compensation from the organization, the highest $400 (ALEXANDRA OLIVER-DAVILA, TRUSTEE).
How much revenue does ANNA B STEARNS CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,244,770, expenses of $1,046,675 and total assets of $10,512,599 at year end.

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