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Nonprofit · EIN 23-7425266

ADA B W BACON TRUST UW NECT

Tax-exempt · BOSTON, MA 02196

Financials

$52K$115K2023$179K$121K2024$159K$125K2025
Revenue Expenses · by fiscal year end
Financials of ADA B W BACON TRUST UW NECT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$158,604$124,773$33,831$1,184,143$0$1,184,143
December 31, 2024990-PF$179,005$120,631$58,374$1,150,312$0$1,150,312
December 31, 2023990-PF$52,455$114,876-$62,421$1,091,186$0$1,091,186
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$41,953
Net gain from sales of assets
$116,651

Expenses

Grants and similar amounts paid
$95,000
Compensation of officers, directors and key employees
$12,657
Disbursements for charitable purposes
$109,908
Excise tax on investment income
$2,046

Balance sheet and other

Total assets, start of year
$1,150,312
Total assets, end of year
$1,184,143
Total liabilities, end of year
$0
Net assets, end of year
$1,184,143
Fair market value of assets
$2,171,973
Qualifying distributions
$109,908
Net investment income
$158,604

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
JOSEPH L BIERWIRTH
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE0.5$6,329
MICHAEL J PUZO
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE0.5$6,328
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
MICHAEL J PUZO
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE0.5$6,225
JOSEPH L BIERWIRTH
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE0.5$6,224
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOSEPH L BIERWIRTH
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE0.5$5,687
MICHAEL J PUZO
HEMENWAY BARNES LLP 75 STATE ST, BOSTON, MA 02109
TRUSTEE0.5$5,686

Address and contacts

Address (IRS master file)
HEMENWAY BARNES BOX 961209, BOSTON, MA 02196-0000
In care of
% HEMENWAY & BARNES LLP
Signed the 990-PF
MICHAEL J PUZO, 617-227-7940
Phone
(617) 227-7940
Return prepared by
HEMENWAY & BARNES 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 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
23-7425266
Exempt since
1970
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,184,143
Income (IRS master file)
$481,456

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$158,604$124,773$1,184,143IRS
990-PFDecember 2024$179,005$120,631$1,150,312IRS
990-PFDecember 2023$52,455$114,876$1,091,186IRS
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 23-7425266).

Questions about ADA B W BACON TRUST UW NECT

What is the EIN of ADA B W BACON TRUST UW NECT?
The employer identification number (EIN) of ADA B W BACON TRUST UW NECT is 23-7425266.
Is ADA B W BACON TRUST UW NECT tax-exempt?
Yes. The IRS lists it as tax-exempt since 1970.
Which annual return does ADA B W BACON TRUST UW NECT file?
Form 990-PF. Private foundations file every year.
When is the next return of ADA B W BACON TRUST UW NECT 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 ADA B W BACON TRUST UW NECT 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 ADA B W BACON TRUST UW NECT?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $6,329 (JOSEPH L BIERWIRTH, TRUSTEE).
How much revenue does ADA B W BACON TRUST UW NECT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $158,604, expenses of $124,773 and total assets of $1,184,143 at year end.

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