Nonprofit · EIN 04-6179295
TRUST UW JOHN J LINNEHAN
Also known as RALPH R BAGLEY TR
Tax-exempt · BURLINGTON, VT 05401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $110,751 | $65,711 | $45,040 | $626,494 | $0 | $626,494 |
| December 31, 2024 | 990-PF | $57,776 | $67,391 | -$9,615 | $571,398 | $0 | $571,398 |
| December 31, 2023 | 990-PF | $73,326 | $50,700 | $22,626 | $581,013 | $0 | $581,013 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $29,288
- Interest
- $4,402
- Net gain from sales of assets
- $76,025
- Other income
- $1,036
Expenses
- Grants and similar amounts paid
- $50,000
- Compensation of officers, directors and key employees
- $4,488
- Disbursements for charitable purposes
- $57,409
- Excise tax on investment income
- $1,424
Balance sheet and other
- Total assets, start of year
- $571,398
- Total assets, end of year
- $626,494
- Total liabilities, end of year
- $0
- Net assets, end of year
- $626,494
- Fair market value of assets
- $1,243,355
- Qualifying distributions
- $57,409
- Net investment income
- $110,751
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID E PETERSON 76 ST PAUL ST, BURLINGTON, VT 05402 | ESQ | 1 | $0 |
| MARTHA R BAGLEY 27 CONGRESS STREET STE 205-206, SALEM, MA 01970 | ESQ | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID E PETERSON 76 ST PAUL ST, BURLINGTON, VT 05402 | ESQ | 1 | $0 |
| MARTHA R BAGLEY 27 CONGRESS STREET STE 205-206, SALEM, MA 01970 | ESQ | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID E PETERSON 76 ST PAUL ST, BURLINGTON, VT 05402 | ESQ | 1 | $0 |
| MARTHA R BAGLEY 27 CONGRESS STREET STE 205-206, SALEM, MA 01970 | ESQ | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 76 ST PAUL ST, BURLINGTON, VT 05401-4470
- In care of
- % RALPH R BAGLEY
- Signed the 990-PF
- DAVID PETERSON, TRUSTEE
- Phone
- (802) 658-0220
- Return prepared by
- CA BRANDT INC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6179295
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $626,494
- Income (IRS master file)
- $237,774
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $110,751 | $65,711 | $626,494 | XML |
| 990-PF | December 2024 | $57,776 | $67,391 | $571,398 | IRS |
| 990-PF | December 2023 | $73,326 | $50,700 | $581,013 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-6179295).
Questions about TRUST UW JOHN J LINNEHAN
- What is the EIN of TRUST UW JOHN J LINNEHAN?
- The employer identification number (EIN) of TRUST UW JOHN J LINNEHAN is 04-6179295.
- Is TRUST UW JOHN J LINNEHAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to TRUST UW JOHN J LINNEHAN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UW JOHN J LINNEHAN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UW JOHN J LINNEHAN 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 TRUST UW JOHN J LINNEHAN 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 TRUST UW JOHN J LINNEHAN?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does TRUST UW JOHN J LINNEHAN have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $110,751, expenses of $65,711 and total assets of $626,494 at year end.
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