Nonprofit · EIN 04-6421546
GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL
Also known as STATE ST BK & TR CO TTEE
Tax-exempt · ATLANTA, GA 30309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,835 | $0 | $8,835 | $404,021 | $215 | $403,806 |
| June 30, 2024 | 990 | $6,436 | $0 | $6,436 | $340,450 | $215 | $340,235 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $8,835
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $340,450
- Total assets, end of year
- $404,021
- Total liabilities, end of year
- $215
- Net assets, end of year
- $403,806
- Publicly traded securities
- $404,021
- Gross receipts
- $8,835
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1969
- State of legal domicile
- MA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Foundation for Economic | Education- Trustee Institutional trustee | 1 | $0 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Foundation for Economic | Education- Trustee Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1776 PEACHTREE ST NW STE 710S, ATLANTA, GA 30309-2311
- Principal officer (990 for 2024)
- Diogo Costa, 1776 Peachtree St NW Ste 710S, Atlanta, GA 303092311
- Signed the 990
- Elisa Bishop, COO of Institutional Trustee
- Phone
- (404) 554-9980
- Return prepared by
- Rogers & Company PLLC
Mission
To discover, develop and support students, scholars and other intellectuals who maintain the highest standards of academic and professional excellence.
Program accomplishments
- Supporting organization for the benefit of Foundation for Economic Education, Inc. whose mission is to offer the most consistent case for the "first principles" of freedoms: the sanctity of private property, individual liberty, the rule of law, the free market and the moral superiority of individual choice and responsibility over coercion.
- Supporting organization for the benefit of Institute for Humane Studies whose mission is to discover, develop, and support students, scholars, and other intellectuals who maintain the highest standard of academic excellence and who share an interest in the principles of the classical liberal tradition.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6421546
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $404,021
- Income (IRS master file)
- $8,835
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,835 | $0 | $404,021 | XML |
| 990 | June 2024 | $6,436 | $0 | $340,450 | XML |
| 990 | June 2023 | $5,394 | $0 | $299,433 | IRS |
| 990 | June 2022 | $30,624 | $0 | $264,600 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 04-6421546).
Questions about GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL
- What is the EIN of GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL?
- The employer identification number (EIN) of GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL is 04-6421546.
- Is GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL 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 GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL?
- The 990 for the year ended June 30, 2025 names Diogo Costa.
- Who are the officers and directors of GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL?
- The 990 for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does GEORGE A WARREN TRUST UA T-14936 FBO SUSAN E WARREN ETAL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,835, expenses of $0 and total assets of $404,021 at year end.
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