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Nonprofit · EIN 04-6744379

DAVID P WHEATLAND CHAR TR

Also known as ANDERSON EILEEN M TTEE

Tax-exempt · BOSTON, MA 02108

Financials

$5.9M$448K2023$683K$724K2024$922K$569K2025
Revenue Expenses · by fiscal year end
Financials of DAVID P WHEATLAND CHAR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$921,541$569,437$352,104$13,849,587$0$13,849,587
December 31, 2024990-PF$683,242$723,976-$40,734$13,433,667$0$13,433,667
December 31, 2023990-PF$5,885,488$448,459$5,437,029$13,479,891$0$13,479,891
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$323,365
Interest
$7,843
Net gain from sales of assets
$590,333

Expenses

Grants and similar amounts paid
$487,538
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$565,184
Excise tax on investment income
$12,750

Balance sheet and other

Total assets, start of year
$13,433,667
Total assets, end of year
$13,849,587
Total liabilities, end of year
$0
Net assets, end of year
$13,849,587
Fair market value of assets
$16,259,411
Qualifying distributions
$565,184
Net investment income
$921,541

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANNE S BIGLOW
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
MELISSA S CONOVER
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
MARTHA W LUNT
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
PETER O STAUFFER
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
REBECCA WHEATLAND
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
ANNE S BIGLOW
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
MELISSA S CONOVER
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
MARTHA W LUNT
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
PETER O STAUFFER
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
REBECCA WHEATLAND
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
ANNE S BIGLOW
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
MELISSA S CONOVER
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
MARTHA W LUNT
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
PETER O STAUFFER
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0
REBECCA WHEATLAND
ACADIA MGMT 45 SCHOOL STREET402, BOSTON, MA 02108
TRUSTEE1$0

Address and contacts

Address (IRS master file)
CO ACADIA MGMT 45 SCHOOL ST 402, BOSTON, MA 02108-0000
In care of
% ACADIA MANAGEMENT CO INC
Signed the 990-PF
MELISSA S CONOVER, TRUSTEE
Phone
(617) 426-5755
Return prepared by
ACADIA MANAGEMENT COMPANY INC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6744379
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,849,587
Income (IRS master file)
$5,114,029

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$921,541$569,437$13,849,587IRS
990-PFDecember 2024$683,242$723,976$13,433,667IRS
990-PFDecember 2023$5,885,488$448,459$13,479,891XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 04-6744379).

Questions about DAVID P WHEATLAND CHAR TR

What is the EIN of DAVID P WHEATLAND CHAR TR?
The employer identification number (EIN) of DAVID P WHEATLAND CHAR TR is 04-6744379.
Is DAVID P WHEATLAND CHAR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to DAVID P WHEATLAND CHAR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID P WHEATLAND CHAR TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID P WHEATLAND CHAR TR 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 DAVID P WHEATLAND CHAR TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DAVID P WHEATLAND CHAR TR?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does DAVID P WHEATLAND CHAR TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $921,541, expenses of $569,437 and total assets of $13,849,587 at year end.

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