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Nonprofit · EIN 04-6257543

EDWIN S FARMER TR UW

Also known as WORDEN JOHN L III TTEE

Tax-exempt · BOSTON, MA 02109

Financials

$90K$49K2023$43K$57K2024
Revenue Expenses · by fiscal year end
Financials of EDWIN S FARMER TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$42,642$56,903-$14,261$741,445$0$741,445
December 31, 2023990-PF$89,715$48,778$40,937$754,962$0$754,962
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$41,188
Net gain from sales of assets
$1,454

Expenses

Grants and similar amounts paid
$38,675
Compensation of officers, directors and key employees
$14,158
Disbursements for charitable purposes
$55,446
Excise tax on investment income
$593

Balance sheet and other

Total assets, start of year
$754,962
Total assets, end of year
$741,445
Total liabilities, end of year
$0
Net assets, end of year
$741,445
Fair market value of assets
$1,458,717
Qualifying distributions
$55,446
Net investment income
$42,642

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN L WORDEN III ESQUIRE
33 BROAD STREET SUITE 600, BOSTON, MA 02109
TRUSTEE1$7,079
AMY L SLADE ESQUIRE
33 BROAD STREET SUITE 600, BOSTON, MA 02109
TRUSTEE1$7,079
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOHN L WORDEN III ESQUIRE
33 BROAD STREET SUITE 600, BOSTON, MA 02109
TRUSTEE1$7,057
AMY L SLADE ESQUIRE
33 BROAD STREET SUITE 600, BOSTON, MA 02109
TRUSTEE1$7,057

Address and contacts

Address (IRS master file)
33 BROAD ST STE 600, BOSTON, MA 02109-4238
In care of
% SIMONDS WINSLOW WILLIS & ABBOTT
Signed the 990-PF
AMY L SLADE, TRUSTEE
Phone
(617) 227-8662
Return prepared by
MARC A ELFMAN 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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6257543
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
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$741,445
Income (IRS master file)
$93,935

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$42,642$56,903$741,445XML
990-PFDecember 2023$89,715$48,778$754,962XML
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 04-6257543).

Questions about EDWIN S FARMER TR UW

What is the EIN of EDWIN S FARMER TR UW?
The employer identification number (EIN) of EDWIN S FARMER TR UW is 04-6257543.
Is EDWIN S FARMER TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to EDWIN S FARMER TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWIN S FARMER TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWIN S FARMER TR UW due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EDWIN S FARMER TR UW last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of EDWIN S FARMER TR UW?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $7,079 (JOHN L WORDEN III ESQUIRE, TRUSTEE).
How much revenue does EDWIN S FARMER TR UW have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $42,642, expenses of $56,903 and total assets of $741,445 at year end.

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