Nonprofit · EIN 04-6851595
SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344
Also known as BALLOU FREDERICK D ET AL TTEE
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $443,847 | $423,223 | $20,624 | $2,921,825 | $0 | $2,921,825 |
| December 31, 2024 | 990-PF | $383,362 | $390,178 | -$6,816 | $2,901,201 | $0 | $2,901,201 |
| December 31, 2023 | 990-PF | $300,211 | $417,000 | -$116,789 | $2,908,017 | $0 | $2,908,017 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $66,948
- Net gain from sales of assets
- $376,899
Expenses
- Grants and similar amounts paid
- $360,000
- Compensation of officers, directors and key employees
- $28,894
- Disbursements for charitable purposes
- $371,303
- Excise tax on investment income
- $5,530
Balance sheet and other
- Total assets, start of year
- $2,901,201
- Total assets, end of year
- $2,921,825
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,921,825
- Fair market value of assets
- $7,418,937
- Qualifying distributions
- $371,303
- Net investment income
- $443,860
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY S HOLDING 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $14,447 |
| DAVID CUETOS 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $14,447 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY S HOLDING 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $14,529 |
| DAVID CUETOS 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $10,974 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY S HOLDING 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $13,494 |
| WILLIAM ANDREW MIMS RESIGNING 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 0 | $3,286 |
| DAVID CUETOS 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- LWC 230 CONGRESS STREET 12FL, BOSTON, MA 02110-0000
- In care of
- % STATE STREET BANK AND TRUST CO
- Signed the 990-PF
- WENDY S HOLDING, TRUSTEE
- Phone
- (617) 523-6531
- Return prepared by
- LORING WOLCOTT & COOLIDGE TRUST 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 | 990-PF 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
- 04-6851595
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Crime and legal-related (I20Z)
- Assets (IRS master file)
- $2,921,825
- Income (IRS master file)
- $809,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $443,847 | $423,223 | $2,921,825 | IRS |
| 990-PF | December 2024 | $383,362 | $390,178 | $2,901,201 | IRS |
| 990-PF | December 2023 | $300,211 | $417,000 | $2,908,017 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 04-6851595).
Questions about SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344
- What is the EIN of SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344?
- The employer identification number (EIN) of SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344 is 04-6851595.
- Is SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344 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 SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344 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 SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $14,447 (WENDY S HOLDING, TRUSTEE).
- How much revenue does SHIRLEY SHATTUCK WINDSOR CHARITABLE TR UA 121697 15012344 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $443,847, expenses of $423,223 and total assets of $2,921,825 at year end.
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