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Nonprofit · EIN 04-6595469

JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188

Also known as FULLER ALFRED W ET AL TTEE

Tax-exempt · QUINCY, MA 02169

Financials

$359K$383K2022$533K$276K2023$303K$365K2024
Revenue Expenses · by fiscal year end
Financials of JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$302,670$365,292-$62,622$6,138,465$0$6,138,465
August 31, 2024990-PF$532,813$275,657$257,156$6,225,786$0$6,225,786
August 31, 2023990-PF$358,956$382,627-$23,671$5,992,879$0$5,992,879
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$166,431
Net gain from sales of assets
$135,058
Other income
$1,181

Expenses

Grants and similar amounts paid
$320,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$324,572
Excise tax on investment income
$3,772

Balance sheet and other

Total assets, start of year
$6,225,786
Total assets, end of year
$6,138,465
Total liabilities, end of year
$0
Net assets, end of year
$6,138,465
Fair market value of assets
$7,465,687
Qualifying distributions
$324,572
Net investment income
$302,670

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELIZABETH A WHALEN
128 SHORE AVE, QUINCY, MA 02169
CO-TRUSTEE1$0
JOHN J SHAUGHNESSY
128 SHORE AVE, QUINCY, MA 02169
CO-TRUSTEE1$0
MICHAEL P SHAUGHNESSY
128 SHORE AVE, QUINCY, MA 02169
CO-TRUSTEE1$0
990-PF for the year ended August 31, 2024: 3 people
NameTitleHours / weekCompensation
ELIZABETH A WHALEN
128 SHORE AVE, QUINCY, MA 02169
CO-TRUSTEE1$0
JOHN J SHAUGHNESSY
128 SHORE AVE, QUINCY, MA 02169
CO-TRUSTEE1$0
MICHAEL P SHAUGHNESSY
128 SHORE AVE, QUINCY, MA 02169
CO-TRUSTEE1$0
990-PF for the year ended August 31, 2023: 3 people
NameTitleHours / weekCompensation
ELIZABETH A WHALEN
346 D STREET, BOSTON, MA 021271225
CO-TRUSTEE1$0
JOHN J SHAUGHNESSY
346 D STREET, BOSTON, MA 021271225
CO-TRUSTEE1$0
MICHAEL P SHAUGHNESSY
346 D STREET, BOSTON, MA 021271225
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
128 SHORE AVE, QUINCY, MA 02169-2405
In care of
% ROPES & GRAY
Signed the 990-PF
ELIZABETH A WHALEN, TRUSTEE
Phone
(339) 788-7444
Return prepared by
WOLF & COMPANY 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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
04-6595469
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
1990
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$6,138,465
Income (IRS master file)
$325,608

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$302,670$365,292$6,138,465XML
990-PFAugust 2024$532,813$275,657$6,225,786XML
990-PFAugust 2023$358,956$382,627$5,992,879XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 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 04-6595469).

Questions about JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188

What is the EIN of JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188?
The employer identification number (EIN) of JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188 is 04-6595469.
Is JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188 file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188 due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188?
The 990-PF for the year ended August 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JOHN J SHAUGHNESSY CHARITABLE TR DTD 090188 have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $302,670, expenses of $365,292 and total assets of $6,138,465 at year end.

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