Nonprofit · EIN 04-2639987
THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $521,366 | $324,880 | $196,486 | $3,300,986 | $0 | $3,300,986 |
| December 31, 2023 | 990-PF | $385,714 | $258,907 | $126,807 | $3,203,028 | $0 | $3,203,028 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,000
- Dividends
- $68,937
- Interest
- $2,942
- Net gain from sales of assets
- $251,007
- Other income
- $197,480
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $77,131
- Disbursements for charitable purposes
- $257,313
- Excise tax on investment income
- $3,756
Balance sheet and other
- Total assets, start of year
- $3,203,028
- Total assets, end of year
- $3,300,986
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,300,986
- Fair market value of assets
- $6,962,584
- Qualifying distributions
- $257,313
- Net investment income
- $322,989
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY INGRAHAM C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| HUGH WARREN C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| THOMAS APPLETON C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| BENJAMIN MOULTON C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| SARAH MEDINA C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| JOHN HALL C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY INGRAHAM C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| HUGH WARREN C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| THOMAS APPLETON C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| BENJAMIN MOULTON C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| SARAH MEDINA C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
| JOHN HALL C/O LWC 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO LWC 230 CONGRESS STREET, BOSTON, MA 02110-0000
- In care of
- % ALFRED P PUTMAN
- Signed the 990-PF
- HUGH WARREN, TRUSTEE
- Phone
- (617) 523-6531
- Return prepared by
- EAG NEW ENGLAND LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2639987
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $3,300,986
- Income (IRS master file)
- $766,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $521,366 | $324,880 | $3,300,986 | XML |
| 990-PF | December 2023 | $385,714 | $258,907 | $3,203,028 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 04-2639987).
Questions about THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST
- What is the EIN of THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST?
- The employer identification number (EIN) of THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST is 04-2639987.
- Is THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST 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 THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST 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 THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE STEPHEN PHILLIPS MEMORIAL PRESERVE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $521,366, expenses of $324,880 and total assets of $3,300,986 at year end.
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