Nonprofit · EIN 04-3410822
THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION
Tax-exempt · BOSTON, MA 02130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990-PF | $513,884 | $561,463 | -$47,579 | $8,731,618 | $0 | $8,731,618 |
| January 31, 2024 | 990-PF | $180,339 | $928,421 | -$748,082 | $8,285,806 | $0 | $8,285,806 |
Financial details: 990-PF for the year ended January 31, 2025
Revenue
- Dividends
- $218,222
- Interest
- $10,784
- Net gain from sales of assets
- $323,242
- Other income
- -$38,364
Expenses
- Grants and similar amounts paid
- $469,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $523,435
- Excise tax on investment income
- $6,706
Balance sheet and other
- Total assets, start of year
- $8,285,806
- Total assets, end of year
- $8,731,618
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,731,618
- Fair market value of assets
- $8,731,618
- Qualifying distributions
- $523,435
- Net investment income
- $520,499
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Monnich Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 2 | $0 |
990-PF for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Monnich Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 961, BOSTON, MA 02130-0009
- In care of
- % CHOATE LLP
- Signed the 990-PF
- Brian Monnich, Trustee
- Phone
- (617) 248-4045
- Return prepared by
- Baker Newman & Noyes
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3410822
- 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
- 1998
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $8,731,618
- Income (IRS master file)
- $2,512,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2025 | $513,884 | $561,463 | $8,731,618 | XML |
| 990-T | January 2025 | – | – | – | IRS |
| 990-PF | January 2024 | $180,339 | $928,421 | $8,285,806 | XML |
| 990-T | January 2024 | – | – | – | IRS |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-T | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-T | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | IRS |
| 990-T | January 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 04-3410822).
Questions about THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION
- What is the EIN of THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION?
- The employer identification number (EIN) of THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION is 04-3410822.
- Is THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2025.
- Who are the officers and directors of THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION?
- The 990-PF for the year ended January 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE WILLIAM N AND BERNICE E BUMPUS FOUNDATION have?
- On its 990-PF for the year ended January 31, 2025 it reported revenue of $513,884, expenses of $561,463 and total assets of $8,731,618 at year end.
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