Nonprofit · EIN 04-6412350
FRED W WELLS TR FUND
Tax-exempt · GREENFIELD, MA 01301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $638,985 | $399,268 | $239,717 | $4,658,370 | $0 | $4,658,370 |
| June 30, 2024 | 990-PF | $86,299 | $336,648 | -$250,349 | $4,413,273 | $0 | $4,413,273 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $93,996
- Interest
- $40,022
- Net gain from sales of assets
- $504,967
Expenses
- Grants and similar amounts paid
- $345,794
- Compensation of officers, directors and key employees
- $34,129
- Disbursements for charitable purposes
- $390,844
- Excise tax on investment income
- $8,817
Balance sheet and other
- Total assets, start of year
- $4,413,273
- Total assets, end of year
- $4,658,370
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,658,370
- Fair market value of assets
- $6,112,882
- Qualifying distributions
- $390,844
- Net investment income
- $638,985
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREENFIELD SAVINGS BANK PO BOX 1537, GREENFIELD, MA 01301 | AGENT FOR FIDUCIARY | 1 | $34,129 |
| DOT LYMAN 56 HEALTH STAGE TERRACE, SHELBURNE FALLS, MA 01370 | TRUSTEE | 0 | $0 |
| SUZANNE BISHOP 120 BARDWELLS FERRY RD, SHELBURNE FALLS, MA 01370 | TRUSTEE | 0 | $0 |
| FRANK J CUTTING 81 BEN HALE ROAD, GILL, MA 01376 | TRUSTEE | 0 | $0 |
| ROY EMERSON 109 LEYDEN ROAD, GREENFIELD, MA 01301 | TRUSTEE | 0 | $0 |
| LOIS FELDMAN 187 MID COUNTY ROAD, LEYDEN, MA 01337 | TRUSTEE | 0 | $0 |
| KATE FRENCH 110 DELABARRE AVE, CONWAY, MA 01341 | TRUSTEE | 0 | $0 |
| REBECCA FROST 144 CAPTAIN BEERS PLAIN ROAD, NORTHFIELD, MA 01360 | TRUSTEE | 0 | $0 |
| DIANNE GRINNELL 44 SADOGA ROAD, COLRAIN, MA 01340 | TRUSTEE | 0 | $0 |
| CAROL LETSON 29 ALLEN STREET, GREENFIELD, MA 01301 | TRUSTEE | 0 | $0 |
| MARSHA PRATT 16 EDEN TRAIL PO BOX 247, BERNARDSTON, MA 01337 | TRUSTEE | 0 | $0 |
| SUSAN SHAUGER 29 UPPER STREET, BUCKLAND, MA 01338 | TRUSTEE | 0 | $0 |
| RONALD SICARD JR 41 VLADISH AVENUE, TURNERS FALLS, MA 01376 | TRUSTEE | 0 | $0 |
| SUZANNE TAYLOR PO BOX 614, ASHFIELD, MA 01330 | TRUSTEE | 0 | $0 |
| DANIEL F GRAVES ESQ 525 BERNARDSTON ROAD, GREENFIELD, MA 01301 | TRUSTEE | 0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRETCHEN LAW 4 POCUMTUCK DRIVE, SOUTH DEERFIELD, MA 01373 | TRUSTEE | 0 | $0 |
990-PF for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREENFIELD SAVINGS BANK PO BOX 1537, GREENFIELD, MA 01301 | AGENT FOR FIDUCIARY | 1 | $31,700 |
| DOT LYMAN 56 HEALTH STAGE TERRACE, SHELBURNE FALLS, MA 01370 | TRUSTEE | 0 | $0 |
| SUZANNE BISHOP 120 BARDWELLS FERRY RD, SHELBURNE FALLS, MA 01370 | TRUSTEE | 0 | $0 |
| FRANK J CUTTING 81 BEN HALE ROAD, GILL, MA 01376 | TRUSTEE | 0 | $0 |
| MARGARET DOYLE PO BOX 342, SOUTH DEERFIELD, MA 01373 | TRUSTEE | 0 | $0 |
| ROY EMERSON 109 LEYDEN ROAD, GREENFIELD, MA 01301 | TRUSTEE | 0 | $0 |
| LOIS FELDMAN 187 MID COUNTY ROAD, LEYDEN, MA 01337 | TRUSTEE | 0 | $0 |
| KATE FRENCH 110 DELABARRE AVE, CONWAY, MA 01341 | TRUSTEE | 0 | $0 |
| REBECCA FROST 144 CAPTAIN BEERS PLAIN ROAD, NORTHFIELD, MA 01360 | TRUSTEE | 0 | $0 |
| DIANNE GRINNELL 44 SADOGA ROAD, COLRAIN, MA 01340 | TRUSTEE | 0 | $0 |
| CAROL LETSON 29 ALLEN STREET, GREENFIELD, MA 01301 | TRUSTEE | 0 | $0 |
| MARSHA PRATT 16 EDEN TRAIL PO BOX 247, BERNARDSTON, MA 01337 | TRUSTEE | 0 | $0 |
| SUSAN SHAUGER 29 UPPER STREET, BUCKLAND, MA 01338 | TRUSTEE | 0 | $0 |
| RONALD SICARD JR 41 VLADISH AVENUE, TURNERS FALLS, MA 01376 | TRUSTEE | 0 | $0 |
| SUZANNE TAYLOR PO BOX 614, ASHFIELD, MA 01330 | TRUSTEE | 0 | $0 |
| DANIEL F GRAVES ESQ 525 BERNARDSTON ROAD, GREENFIELD, MA 01301 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 MAIN ST, GREENFIELD, MA 01301-3305
- Signed the 990-PF
- GREENFIELD SAVINGS BANK, TRUSTEE
- Phone
- (413) 774-3191
- Return prepared by
- ALARIO & ASSOCIATES CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6412350
- 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
- 1979
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,658,370
- Income (IRS master file)
- $1,835,053
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $638,985 | $399,268 | $4,658,370 | XML |
| 990-PF | June 2024 | $86,299 | $336,648 | $4,413,273 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 04-6412350).
Questions about FRED W WELLS TR FUND
- What is the EIN of FRED W WELLS TR FUND?
- The employer identification number (EIN) of FRED W WELLS TR FUND is 04-6412350.
- Is FRED W WELLS TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to FRED W WELLS TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED W WELLS TR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED W WELLS TR FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED W WELLS TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of FRED W WELLS TR FUND?
- The 990-PF for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $34,129 (GREENFIELD SAVINGS BANK, AGENT FOR FIDUCIARY).
- How much revenue does FRED W WELLS TR FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $638,985, expenses of $399,268 and total assets of $4,658,370 at year end.
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