Nonprofit · EIN 04-6407797
WILLIAM P WHARTON TR UW ART 2D
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $204,236 | $241,566 | -$37,330 | $3,843,408 | $0 | $3,843,408 |
| September 30, 2024 | 990-PF | $202,538 | $184,954 | $17,584 | $3,697,523 | $0 | $3,697,523 |
| September 30, 2023 | 990-PF | $77,441 | $210,100 | -$132,659 | $3,070,890 | $0 | $3,070,890 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $94,392
- Interest
- $4,045
- Net gain from sales of assets
- $105,799
Expenses
- Grants and similar amounts paid
- $177,502
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $199,123
- Excise tax on investment income
- $2,298
Balance sheet and other
- Total assets, start of year
- $3,697,523
- Total assets, end of year
- $3,843,408
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,843,408
- Fair market value of assets
- $3,843,408
- Qualifying distributions
- $199,123
- Net investment income
- $204,236
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John M Cornish Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
| Thomas HP Whitney Jr Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John M Cornish Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
| Thomas HP Whitney Jr Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John M Cornish Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
| Thomas HP Whitney Jr Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 961019, BOSTON, MA 02196-1019
- In care of
- % CHOATE HALL STEW
- Signed the 990-PF
- John M Cornish, Trustee
- Phone
- (617) 248-4045
- Website
- williamwharton.org
- Return prepared by
- Baker Newman & Noyes
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6407797
- 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
- 1977
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,843,408
- Income (IRS master file)
- $1,711,523
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $204,236 | $241,566 | $3,843,408 | XML |
| 990-PF | September 2024 | $202,538 | $184,954 | $3,697,523 | XML |
| 990-PF | September 2023 | $77,441 | $210,100 | $3,070,890 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 04-6407797).
Questions about WILLIAM P WHARTON TR UW ART 2D
- What is the EIN of WILLIAM P WHARTON TR UW ART 2D?
- The employer identification number (EIN) of WILLIAM P WHARTON TR UW ART 2D is 04-6407797.
- Is WILLIAM P WHARTON TR UW ART 2D tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to WILLIAM P WHARTON TR UW ART 2D tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM P WHARTON TR UW ART 2D file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM P WHARTON TR UW ART 2D 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 WILLIAM P WHARTON TR UW ART 2D 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 WILLIAM P WHARTON TR UW ART 2D?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WILLIAM P WHARTON TR UW ART 2D have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $204,236, expenses of $241,566 and total assets of $3,843,408 at year end.
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