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Nonprofit · EIN 04-6917045

TIMOTHY G TAYLOR TR 1997

Also known as WAREHAM ROBERT L TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$156K$269K2023$240K$282K2024$181K$54K2025
Revenue Expenses · by fiscal year end
Financials of TIMOTHY G TAYLOR TR 1997 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$180,800$53,656$127,144$1,533,820$0$1,533,820
December 31, 2024990-PF$239,787$282,145-$42,358$1,414,280$0$1,414,280
December 31, 2023990-PF$155,595$268,598-$113,003$1,463,643$0$1,463,643
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$94,968
Interest
$7,280
Net gain from sales of assets
$68,244
Other income
$10,308

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$35,390
Excise tax on investment income
$1,827

Balance sheet and other

Total assets, start of year
$1,414,280
Total assets, end of year
$1,533,820
Total liabilities, end of year
$0
Net assets, end of year
$1,533,820
Fair market value of assets
$5,328,916
Net investment income
$180,800

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
Robert L Wareham
c/o Taylor Ganson Perrin 160, Federal St, Boston, MA 02110
Trustee2$0
John A Leith
c/o Taylor Ganson Perrin 160, Federal St, Boston, MA 02110
Trustee2$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
Robert L Wareham
c/o Taylor Ganson Perrin 160, Federal St, Boston, MA 02110
Trustee2$0
John A Leith
c/o Taylor Ganson Perrin 160, Federal St, Boston, MA 02110
Trustee2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Robert L Wareham
c/o Taylor Ganson Perrin 160, Federal St, Boston, MA 02110
Trustee2$0
John A Leith
c/o Taylor Ganson Perrin 160, Federal St, Boston, MA 02110
Trustee2$0

Address and contacts

Address (IRS master file)
TG P160 FEDERAL STREEET 20TH, BOSTON, MA 02110-0000
In care of
% TAYLOR GANSON & PERRIN LLP
Signed the 990-PF
Robert L Wareham, Trustee
Phone
(617) 951-2777
Return prepared by
Taylor Ganson & Perrin

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
04-6917045
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
2000
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,533,820
Income (IRS master file)
$311,747

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$180,800$53,656$1,533,820XML
990-PFDecember 2024$239,787$282,145$1,414,280IRS
990-PFDecember 2023$155,595$268,598$1,463,643XML
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 04-6917045).

Questions about TIMOTHY G TAYLOR TR 1997

What is the EIN of TIMOTHY G TAYLOR TR 1997?
The employer identification number (EIN) of TIMOTHY G TAYLOR TR 1997 is 04-6917045.
Is TIMOTHY G TAYLOR TR 1997 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to TIMOTHY G TAYLOR TR 1997 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TIMOTHY G TAYLOR TR 1997 file?
Form 990-PF. Private foundations file every year.
When is the next return of TIMOTHY G TAYLOR TR 1997 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 TIMOTHY G TAYLOR TR 1997 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 TIMOTHY G TAYLOR TR 1997?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does TIMOTHY G TAYLOR TR 1997 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $180,800, expenses of $53,656 and total assets of $1,533,820 at year end.

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