Nonprofit · EIN 04-6469525
NEIL W WALLACE FOUNDATION
Also known as NEIL W & ELISE R WALLACE CO-TTEES
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $33,942 | $12,246 | $21,696 | $411,797 | $0 | $411,797 |
| November 30, 2024 | 990-PF | $26,731 | $34,270 | -$7,539 | $390,101 | $0 | $390,101 |
| November 30, 2023 | 990-PF | $12,412 | $3,008 | $9,404 | $397,640 | $0 | $397,640 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $18,202
- Interest
- $51
- Net gain from sales of assets
- $15,620
- Other income
- $69
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $8,280
- Excise tax on investment income
- $419
Balance sheet and other
- Total assets, start of year
- $390,101
- Total assets, end of year
- $411,797
- Total liabilities, end of year
- $0
- Net assets, end of year
- $411,797
- Fair market value of assets
- $470,149
- Qualifying distributions
- $8,280
- Net investment income
- $33,942
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEIL W WALLACE C/O GID 125 HIGH ST HIGH ST TOWER, 27TH FL, BOSTON, MA 02110 | TRUSTEE | 0.5 | $0 |
| BRADFORD S WALLACE C/O GID 125 HIGH ST HIGH ST TOWER, 27TH FL, BOSTON, MA 02110 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEIL W WALLACE C/O GID 125 HIGH ST HIGH ST TOWER, 27TH FL, BOSTON, MA 02110 | TRUSTEE | 0.5 | $0 |
| BRADFORD S WALLACE C/O GID 125 HIGH ST HIGH ST TOWER, 27TH FL, BOSTON, MA 02110 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEIL W WALLACE C/O GID 125 HIGH ST HIGH ST TOWER, 27TH FL, BOSTON, MA 02110 | TRUSTEE | 0 | $0 |
| BRADFORD S WALLACE C/O GID 125 HIGH ST HIGH ST TOWER, 27TH FL, BOSTON, MA 02110 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 125 HIGH ST HIGH ST TOWER 27TH FL, BOSTON, MA 02110-0000
- Signed the 990-PF
- NEIL W WALLACE, TRUSTEE
- Phone
- (617) 973-9695
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6469525
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $411,797
- Income (IRS master file)
- $78,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $33,942 | $12,246 | $411,797 | XML |
| 990-PF | November 2024 | $26,731 | $34,270 | $390,101 | XML |
| 990-PF | November 2023 | $12,412 | $3,008 | $397,640 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 04-6469525).
Questions about NEIL W WALLACE FOUNDATION
- What is the EIN of NEIL W WALLACE FOUNDATION?
- The employer identification number (EIN) of NEIL W WALLACE FOUNDATION is 04-6469525.
- Is NEIL W WALLACE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does NEIL W WALLACE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEIL W WALLACE FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEIL W WALLACE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of NEIL W WALLACE FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does NEIL W WALLACE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $33,942, expenses of $12,246 and total assets of $411,797 at year end.
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