Nonprofit · EIN 04-6469904
PHILIP HOFER CHARITABLE TRUST
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $214,111 | $152,561 | $61,550 | $4,973,357 | $0 | $4,973,357 |
| December 31, 2024 | 990 | $347,078 | $133,543 | $213,535 | $4,471,539 | $0 | $4,471,539 |
| December 31, 2023 | 990 | $219,096 | $109,205 | $109,891 | $4,027,258 | $0 | $4,027,258 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $214,111
- Net gain from sales of assets
- $95,219
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $103,829
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,500
- Program services (functional)
- $133,649
- Management and general (functional)
- $18,912
Balance sheet and other
- Total assets, start of year
- $4,471,539
- Total assets, end of year
- $4,973,357
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,973,357
- Publicly traded securities
- $4,759,799
- Gross receipts
- $2,468,854
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles A Cheever | Trustee Trustee or director | 1 | $0 |
| Kristin T Abati | Trustee Trustee or director | 1 | $0 |
| Alexander Thorndike | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles A Cheever | Trustee Trustee or director | 1 | $0 |
| Kristin T Abati | Trustee Trustee or director | 1 | $0 |
| Alexander Thorndike | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles A Cheever | Trustee Trustee or director | 1 | $0 |
| Kristin T Abati | Trustee Trustee or director | 1 | $0 |
| Alexander Thorndike | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CHOATE HALL STEWART PO BOX 96101, BOSTON, MA 02196-0000
- Principal officer (990 for 2025)
- Charles A Cheever, Choate Hall Stewart PO Box 96101, Boston, MA 02196
- Signed the 990
- Charles A Cheever, Trustee
- Phone
- (617) 248-5255
- Return prepared by
- Baker Newman & Noyes
Mission
The Trust was created and shall be operated exclusively for the benefit of and in connection with the Department of Printing and Graphic Arts of the Houghton Library at Harvard University, a Massachusetts charitable and educational corporation.
Program accomplishments
- Funds generated through the Trust's investments are used to provide charitable grants to the Houghton Library at Harvard University for the housing and study of rare books and manuscripts.Expenses $133,649 · grants $103,829
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6469904
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $4,973,357
- Income (IRS master file)
- $2,468,854
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $214,111 | $152,561 | $4,973,357 | XML |
| 990 | December 2024 | $347,078 | $133,543 | $4,471,539 | IRS |
| 990 | December 2023 | $219,096 | $109,205 | $4,027,258 | XML |
| 990 | December 2022 | -$138,735 | $93,721 | $3,585,004 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 04-6469904).
Questions about PHILIP HOFER CHARITABLE TRUST
- What is the EIN of PHILIP HOFER CHARITABLE TRUST?
- The employer identification number (EIN) of PHILIP HOFER CHARITABLE TRUST is 04-6469904.
- Is PHILIP HOFER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to PHILIP HOFER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does PHILIP HOFER CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHILIP HOFER CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILIP HOFER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PHILIP HOFER CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 names Charles A Cheever.
- Who are the officers and directors of PHILIP HOFER CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PHILIP HOFER CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $214,111, expenses of $152,561 and total assets of $4,973,357 at year end.
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