Nonprofit · EIN 20-6269517
GREW FAM CHARITABLE FOUNDATION TR
Also known as SMITH ADRIENNE TTEE
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $251,936 | $216,903 | $35,033 | $2,535,302 | $0 | $2,535,302 |
| April 30, 2025 | 990-PF | $242,304 | $199,083 | $43,221 | $2,500,189 | $0 | $2,500,189 |
| April 30, 2024 | 990-PF | $152,988 | $193,657 | -$40,669 | $2,457,697 | $0 | $2,457,697 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $94,942
- Interest
- $7,413
- Net gain from sales of assets
- $149,581
Expenses
- Grants and similar amounts paid
- $177,500
- Compensation of officers, directors and key employees
- $28,889
- Disbursements for charitable purposes
- $200,767
- Excise tax on investment income
- $3,340
Balance sheet and other
- Total assets, start of year
- $2,500,189
- Total assets, end of year
- $2,535,302
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,535,302
- Fair market value of assets
- $4,025,529
- Qualifying distributions
- $200,767
- Net investment income
- $251,936
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH M ALLEN RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110 | TRUSTEE | 1 | $14,445 |
| ADAM C RUTLEDGE RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110 | TRUSTEE | 1 | $14,444 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH M ALLEN RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110 | TRUSTEE | 1 | $13,581 |
| ADAM C RUTLEDGE APPOINTED 452024 RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110 | TRUSTEE | 1 | $13,581 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY L GULLICKSON RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110 | TRUSTEE | 1 | $12,733 |
| SARAH M ALLEN RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110 | TRUSTEE | 1 | $12,732 |
Address and contacts
- Address (IRS master file)
- RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110-0000
- In care of
- % RH&B INC
- Signed the 990-PF
- SARAH M ALLEN, TRUSTEE
- Phone
- (617) 227-1782
- Return prepared by
- RICE HEARD & BIGELOW INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6269517
- 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
- 2004
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,535,302
- Income (IRS master file)
- $511,854
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $251,936 | $216,903 | $2,535,302 | XML |
| 990-PF | April 2025 | $242,304 | $199,083 | $2,500,189 | XML |
| 990-PF | April 2024 | $152,988 | $193,657 | $2,457,697 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 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 20-6269517).
Questions about GREW FAM CHARITABLE FOUNDATION TR
- What is the EIN of GREW FAM CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of GREW FAM CHARITABLE FOUNDATION TR is 20-6269517.
- Is GREW FAM CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to GREW FAM CHARITABLE FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GREW FAM CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GREW FAM CHARITABLE FOUNDATION TR due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GREW FAM CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of GREW FAM CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended April 30, 2026 lists 2 people; 2 received compensation from the organization, the highest $14,445 (SARAH M ALLEN, TRUSTEE).
- How much revenue does GREW FAM CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $251,936, expenses of $216,903 and total assets of $2,535,302 at year end.
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All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations