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Nonprofit · EIN 34-6924588

GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART

Tax-exempt · BOSTON, MA 02205

Financials

$331K$201K2023$531K$232K2024
Revenue Expenses · by fiscal year end
Financials of GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$531,374$231,707$299,667$2,273,527$0$2,273,527
December 31, 2023990-PF$330,679$200,748$129,931$1,973,860$0$1,973,860
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$55,372
Net gain from sales of assets
$476,002

Expenses

Grants and similar amounts paid
$188,755
Compensation of officers, directors and key employees
$15,330
Disbursements for charitable purposes
$194,440
Excise tax on investment income
$6,958

Balance sheet and other

Total assets, start of year
$1,973,860
Total assets, end of year
$2,273,527
Total liabilities, end of year
$0
Net assets, end of year
$2,273,527
Fair market value of assets
$5,277,715
Qualifying distributions
$194,440
Net investment income
$527,941

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
FIDUCIARY TRUST COMPANY OF NEW ENGL ND
1155 ELM STREET SUITE 400, MANCHESTER, NH 03101
CO-TRUSTEE0$13,552
DANIEL A OGDEN
C/O FIDUCIARY TRUST CO PO BOX 55, BOSTON, MA 02205
CO-TRUSTEE0$1,000
ROBERT VAIL
C/O FIDUCIARY TRUST CO PO BOX 55, BOSTON, MA 02205
CO-TRUSTEE0$778
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FIDUCIARY TRUST COMPANY OF NEW ENGL ND
1155 ELM STREET SUITE 400, MANCHESTER, NH 03101
CO-TRUSTEE0$5,392
DANIEL A OGDEN
C/O KEYBANK NA 127 PUBLIC SQUARE, CLEVELAND, OH 44114
CO-TRUSTEE0$795
THOMAS V H VAIL
C/O KEYBANK NA 127 PUBLIC SQUARE, CLEVELAND, OH 44114
CO-TRUSTEE0$559
RICHARD O GILDERSLEEVE
C/O KEYBANK NA 127 PUBLIC SQUARE, CLEVELAND, OH 44114
CO-TRUSTEE0$233

Address and contacts

Address (IRS master file)
PO BOX 55806, BOSTON, MA 02205-5806
In care of
% SOCIETY NATIONAL BANK TTEE
Signed the 990-PF
FIDUCIARY TRUST CO NE LLC, TRUSTEE
Phone
(617) 482-5270
Return prepared by
FIDUCIARY TRUST COMPANY

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6924588
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,273,527
Income (IRS master file)
$964,050

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$531,374$231,707$2,273,527XML
990-PFDecember 2023$330,679$200,748$1,973,860XML
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 34-6924588).

Questions about GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART

What is the EIN of GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART?
The employer identification number (EIN) of GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART is 34-6924588.
Is GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Which annual return does GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART file?
Form 990-PF. Private foundations file every year.
When is the next return of GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART?
The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $13,552 (FIDUCIARY TRUST COMPANY OF NEW ENGL ND, CO-TRUSTEE).
How much revenue does GUERDON STEARNS HOLDEN TRUST FBO THE CLEVELAND MUSEUM OF ART have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $531,374, expenses of $231,707 and total assets of $2,273,527 at year end.

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