Nonprofit · EIN 04-6942305
BEECH TREE TR
Also known as BANCROFT W & J FROTHINGHAM TTEE ETA
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $132,053 | $94,802 | $37,251 | $1,221,572 | $0 | $1,221,572 |
| June 30, 2024 | 990-PF | $105,426 | $106,463 | -$1,037 | $1,185,988 | $0 | $1,185,988 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,180
- Dividends
- $44,921
- Net gain from sales of assets
- $83,952
Expenses
- Grants and similar amounts paid
- $73,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $73,500
- Excise tax on investment income
- $1,518
Balance sheet and other
- Total assets, start of year
- $1,185,988
- Total assets, end of year
- $1,221,572
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,221,572
- Fair market value of assets
- $2,006,820
- Qualifying distributions
- $73,500
- Net investment income
- $128,662
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL ELIAS C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| DAVID W GREGG C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| BENNET LEON C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| BRACKEN HENDRICKS C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| ANNE MORSE C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL ELIAS C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| DAVID W GREGG C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| BENNET LEON C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| ELIZABETH S COLT C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| ANNE MORSE C/O J M FORBES CO LLP121 MOUNT, VERNON ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- JM FORBES 121 MOUNT VERNON ST, BOSTON, MA 02108-0000
- In care of
- % J M FORBES & CO
- Signed the 990-PF
- BRACKEN HENDRICKS, TRUSTEE
- Phone
- (617) 423-5705
- Website
- WWW.GUIDESTAR.ORG
- Return prepared by
- J M FORBES & CO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6942305
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Environment (C12)
- Assets (IRS master file)
- $1,221,572
- Income (IRS master file)
- $351,546
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $132,053 | $94,802 | $1,221,572 | IRS |
| 990-PF | June 2024 | $105,426 | $106,463 | $1,185,988 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 04-6942305).
Questions about BEECH TREE TR
- What is the EIN of BEECH TREE TR?
- The employer identification number (EIN) of BEECH TREE TR is 04-6942305.
- Is BEECH TREE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BEECH TREE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEECH TREE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEECH TREE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEECH TREE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BEECH TREE TR?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BEECH TREE TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $132,053, expenses of $94,802 and total assets of $1,221,572 at year end.
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