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Nonprofit · EIN 02-0690167

THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST

Tax-exempt · ARLINGTON, MA 02474

Financials

$17K$17K2023$19K$18K2024$19K$20K2025
Revenue Expenses · by fiscal year end
Financials of THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$19,227$20,152-$925$355,679$0$355,679
December 31, 2024990-PF$18,846$18,225$621$357,315$0$357,315
December 31, 2023990-PF$16,853$17,200-$347$357,838$0$357,838
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,783
Interest
$4,011
Net gain from sales of assets
$4,433

Expenses

Grants and similar amounts paid
$18,800
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$18,800
Excise tax on investment income
$249

Balance sheet and other

Total assets, start of year
$357,315
Total assets, end of year
$355,679
Total liabilities, end of year
$0
Net assets, end of year
$355,679
Fair market value of assets
$349,079
Qualifying distributions
$18,800
Net investment income
$18,722

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
PAUL H WILLIAMS
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0
MEERA K DASH
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0
SHABIN D WILLIAMS
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
PAUL H WILLIAMS
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0
MEERA K DASH
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0
SHABIN D WILLIAMS
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PAUL H WILLIAMS
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0
MEERA K DASH
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0
SHABIN D WILLIAMS
7 STOWECROFT ROAD, ARLINGTON, MA 02474
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
7 STOWECROFT RD, ARLINGTON, MA 02474-2207
In care of
% JOAN WILLIAMS CO
Signed the 990-PF
PAUL H WILLIAMS, PRESIDENT
Phone
(781) 646-3609
Return prepared by
Z & L ASSOCIATES 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 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
02-0690167
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
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$355,679
Income (IRS master file)
$19,227

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$19,227$20,152$355,679IRS
990-PFDecember 2024$18,846$18,225$357,315IRS
990-PFDecember 2023$16,853$17,200$357,838XML
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 02-0690167).

Questions about THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST

What is the EIN of THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST?
The employer identification number (EIN) of THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST is 02-0690167.
Is THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST 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 THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST 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 THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE ALAN ROBERT@WILLIAMS MEMORIAL SCHOLARSHIP TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,227, expenses of $20,152 and total assets of $355,679 at year end.

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