Nonprofit · EIN 04-6767748
CONSTANCE O PUTNAM FOUNDATION TR
Also known as FIDUCIARY TRUST CO TTEE
Tax-exempt · BOSTON, MA 02205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $301,846 | $437,889 | -$136,043 | $5,678,895 | $0 | $5,678,895 |
| December 31, 2023 | 990-PF | $298,572 | $458,887 | -$160,315 | $5,858,410 | $0 | $5,858,410 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $180,785
- Net gain from sales of assets
- $50,399
- Other income
- $70,662
Expenses
- Grants and similar amounts paid
- $374,000
- Compensation of officers, directors and key employees
- $60,533
- Disbursements for charitable purposes
- $376,255
- Excise tax on investment income
- $2,897
Balance sheet and other
- Total assets, start of year
- $5,858,410
- Total assets, end of year
- $5,678,895
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,678,895
- Fair market value of assets
- $8,494,823
- Qualifying distributions
- $376,255
- Net investment income
- $270,142
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 |
|---|---|---|---|
| FIDUCIARY TRUST COMPANY 53 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 0 | $60,533 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY TRUST COMPANY 53 STATE STREET, BOSTON, MA 02109 | TRUSTEE | 0 | $57,090 |
Address and contacts
- Address (IRS master file)
- C/O FIDUCIARY TRUST CO PO BOX 5, BOSTON, MA 02205-0000
- In care of
- % FIDUCIARY TRUST COMPANY
- Signed the 990-PF
- FIDUCIARY TRUST COMPANY, VICE PRESIDENT
- Phone
- (617) 482-5270
- Return prepared by
- FIDUCIARY TRUST COMPANY
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
- 04-6767748
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21Z)
- Assets (IRS master file)
- $5,678,895
- Income (IRS master file)
- $632,093
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $301,846 | $437,889 | $5,678,895 | XML |
| 990-PF | December 2023 | $298,572 | $458,887 | $5,858,410 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 04-6767748).
Questions about CONSTANCE O PUTNAM FOUNDATION TR
- What is the EIN of CONSTANCE O PUTNAM FOUNDATION TR?
- The employer identification number (EIN) of CONSTANCE O PUTNAM FOUNDATION TR is 04-6767748.
- Is CONSTANCE O PUTNAM FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CONSTANCE O PUTNAM FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CONSTANCE O PUTNAM FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CONSTANCE O PUTNAM FOUNDATION TR 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 CONSTANCE O PUTNAM FOUNDATION TR 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 CONSTANCE O PUTNAM FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $60,533 (FIDUCIARY TRUST COMPANY, TRUSTEE).
- How much revenue does CONSTANCE O PUTNAM FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $301,846, expenses of $437,889 and total assets of $5,678,895 at year end.
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