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Nonprofit · EIN 04-6384983

GEORGE H & JANE A MIFFLIN MEMORIAL FUND

Also known as LORING PETER B TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$3.7M$3.5M2023$3.9M$3.8M2024
Revenue Expenses · by fiscal year end
Financials of GEORGE H & JANE A MIFFLIN MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$3,852,208$3,838,560$13,648$21,316,209$0$21,316,209
September 30, 2024990-PF$3,739,523$3,520,958$218,565$21,302,561$0$21,302,561
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$707,226
Interest
$171,512
Net gain from sales of assets
$2,973,470

Expenses

Grants and similar amounts paid
$3,426,000
Compensation of officers, directors and key employees
$150,909
Disbursements for charitable purposes
$3,513,023
Excise tax on investment income
$49,760

Balance sheet and other

Total assets, start of year
$21,302,561
Total assets, end of year
$21,316,209
Total liabilities, end of year
$0
Net assets, end of year
$21,316,209
Fair market value of assets
$78,467,151
Qualifying distributions
$3,513,023
Net investment income
$3,852,345

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.

NameTitleHours / weekCompensation
THOMAS R APPLETON
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$50,321
C-F DAVID BOIT
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$50,295
LAWRENCE COOLIDGE RESIGNED 2-14-25
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$25,270
AMORY L LOGAN APPOINTED 2-14-25
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$25,023
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
THOMAS R APPLETON
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$46,934
LAWRENCE COOLIDGE
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$46,910
C-F DAVID BOIT
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$46,910

Address and contacts

Address (IRS master file)
LWC 230 CONGRESS STREET 12FL, BOSTON, MA 02110-0000
Signed the 990-PF
THOMAS R APPLETON, TRUSTEE
Phone
(617) 523-6531
Return prepared by
LORING WOLCOTT & COOLIDGE TRUST 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
04-6384983
Exempt since
1976
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$21,316,209
Income (IRS master file)
$4,449,464

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$3,852,208$3,838,560$21,316,209XML
990-PFSeptember 2024$3,739,523$3,520,958$21,302,561XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 04-6384983).

Questions about GEORGE H & JANE A MIFFLIN MEMORIAL FUND

What is the EIN of GEORGE H & JANE A MIFFLIN MEMORIAL FUND?
The employer identification number (EIN) of GEORGE H & JANE A MIFFLIN MEMORIAL FUND is 04-6384983.
Is GEORGE H & JANE A MIFFLIN MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt since 1976.
Which annual return does GEORGE H & JANE A MIFFLIN MEMORIAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE H & JANE A MIFFLIN MEMORIAL FUND 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 GEORGE H & JANE A MIFFLIN MEMORIAL FUND 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 GEORGE H & JANE A MIFFLIN MEMORIAL FUND?
The 990-PF for the year ended September 30, 2025 lists 4 people; 4 received compensation from the organization, the highest $50,321 (THOMAS R APPLETON, TRUSTEE).
How much revenue does GEORGE H & JANE A MIFFLIN MEMORIAL FUND have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $3,852,208, expenses of $3,838,560 and total assets of $21,316,209 at year end.

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