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Nonprofit · EIN 04-6931913

HANDSHAKE FOUNDATION TRUST 15016199

Also known as BALLOU FREDERICK D ET AL TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$17K$22K2023$29K$23K2024$64K$23K2025
Revenue Expenses · by fiscal year end
Financials of HANDSHAKE FOUNDATION TRUST 15016199 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$63,880$23,407$40,473$314,637$0$314,637
December 31, 2024990-PF$28,601$22,701$5,900$274,164$0$274,164
December 31, 2023990-PF$16,983$22,255-$5,272$268,264$0$268,264
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,078
Net gain from sales of assets
$58,802

Expenses

Grants and similar amounts paid
$20,000
Compensation of officers, directors and key employees
$616
Disbursements for charitable purposes
$20,820
Excise tax on investment income
$860

Balance sheet and other

Total assets, start of year
$274,164
Total assets, end of year
$314,637
Total liabilities, end of year
$0
Net assets, end of year
$314,637
Fair market value of assets
$449,403
Qualifying distributions
$20,820
Net investment income
$63,921

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
THOMAS R APPLETON
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$616
JAMES V RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
ELIOT RIGHTER RAMOS
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
MARK H RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
ANNE R RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
THOMAS R APPLETON
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$612
JAMES V RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
ELIOT RIGHTER RAMOS
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
MARK H RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
ANNE R RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
THOMAS R APPLETON
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$897
JAMES V RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
ELIOT RIGHTER RAMOS
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
MARK H RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0
ANNE R RIGHTER
230 CONGRESS STREET, BOSTON, MA 02110
TRUSTEE1$0

Address and contacts

Address (IRS master file)
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110-0000
In care of
% LORING WOLCOTT & COOLIDGE
Signed the 990-PF
THOMAS R APPLETON, 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 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
04-6931913
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$314,637
Income (IRS master file)
$143,302

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$63,880$23,407$314,637IRS
990-PFDecember 2024$28,601$22,701$274,164IRS
990-PFDecember 2023$16,983$22,255$268,264XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 04-6931913).

Questions about HANDSHAKE FOUNDATION TRUST 15016199

What is the EIN of HANDSHAKE FOUNDATION TRUST 15016199?
The employer identification number (EIN) of HANDSHAKE FOUNDATION TRUST 15016199 is 04-6931913.
Is HANDSHAKE FOUNDATION TRUST 15016199 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to HANDSHAKE FOUNDATION TRUST 15016199 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HANDSHAKE FOUNDATION TRUST 15016199 file?
Form 990-PF. Private foundations file every year.
When is the next return of HANDSHAKE FOUNDATION TRUST 15016199 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 HANDSHAKE FOUNDATION TRUST 15016199 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 HANDSHAKE FOUNDATION TRUST 15016199?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $616 (THOMAS R APPLETON, TRUSTEE).
How much revenue does HANDSHAKE FOUNDATION TRUST 15016199 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $63,880, expenses of $23,407 and total assets of $314,637 at year end.

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