Nonprofit · EIN 04-6719378
DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION
Also known as WILLIS DUDLEY & SALLY TTEES
Tax-exempt · BOSTON, MA 02109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $399,409 | $112,678 | $286,731 | $1,367,903 | $0 | $1,367,903 |
| December 31, 2023 | 990-PF | $228,316 | $100,192 | $128,124 | $1,081,172 | $0 | $1,081,172 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,079
- Dividends
- $28,950
- Net gain from sales of assets
- $329,727
- Other income
- $35,653
Expenses
- Grants and similar amounts paid
- $80,500
- Compensation of officers, directors and key employees
- $1,522
- Disbursements for charitable purposes
- $104,440
- Excise tax on investment income
- $5,378
Balance sheet and other
- Total assets, start of year
- $1,081,172
- Total assets, end of year
- $1,367,903
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,367,903
- Fair market value of assets
- $2,663,302
- Qualifying distributions
- $104,440
- Net investment income
- $393,976
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY H WILLIS JR 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $508 |
| DUDLEY H WILLIS 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $507 |
| DEBORAH W DOWLING 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $507 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY H WILLIS 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $351 |
| DEBORAH W DOWLING 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $351 |
| DUDLEY H WILLIS JR 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $351 |
| SALLY S WILLIS 50 CONGRESS STREET ROOM 800, BOSTON, MA 02109 | TRUSTEE | 1 | $71 |
Address and contacts
- Address (IRS master file)
- 50 CONGRESS ST STE 800, BOSTON, MA 02109-4034
- In care of
- % SALTONSTALL & CO
- Signed the 990-PF
- DUDLEY H WILLIS, TRUSTEE
- Phone
- (617) 227-8860
- Return prepared by
- GRANT THORNTON ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6719378
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,367,903
- Income (IRS master file)
- $522,352
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $399,409 | $112,678 | $1,367,903 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $228,316 | $100,192 | $1,081,172 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 04-6719378).
Questions about DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION
- What is the EIN of DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION is 04-6719378.
- Is DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $508 (DUDLEY H WILLIS JR, TRUSTEE).
- How much revenue does DUDLEY H AND SALLY S WILLIS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $399,409, expenses of $112,678 and total assets of $1,367,903 at year end.
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