Nonprofit · EIN 04-6042788
TRUST U/W ELIZA C CLEVELAND
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $25,161 | $25,084 | $77 | $84,570 | $0 | $84,570 |
| September 30, 2024 | 990-PF | $17,730 | $19,702 | -$1,972 | $84,493 | $0 | $84,493 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $5,990
- Net gain from sales of assets
- $19,171
Expenses
- Grants and similar amounts paid
- $19,190
- Compensation of officers, directors and key employees
- $2,206
- Disbursements for charitable purposes
- $20,887
- Excise tax on investment income
- $294
Balance sheet and other
- Total assets, start of year
- $84,493
- Total assets, end of year
- $84,570
- Total liabilities, end of year
- $0
- Net assets, end of year
- $84,570
- Fair market value of assets
- $425,809
- Qualifying distributions
- $20,887
- Net investment income
- $25,161
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM B PERKINS 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $1,103 |
| PETER B LORING 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $1,103 |
| NUSHIN KORMI 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM B PERKINS 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $1,037 |
| PETER B LORING 230 CONGRESS STREET, BOSTON, MA 02110 | TRUSTEE | 1 | $1,037 |
Address and contacts
- Address (IRS master file)
- LWC 230 CONGRESS STREET, BOSTON, MA 02110-0000
- Signed the 990-PF
- WILLIAM B PERKINS, TRUSTEE
- Phone
- (617) 523-6531
- Return prepared by
- LORING WOLCOTT & COOLIDGE TRUST 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6042788
- Exempt since
- 1973
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $84,570
- Income (IRS master file)
- $26,394
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $25,161 | $25,084 | $84,570 | XML |
| 990-PF | September 2024 | $17,730 | $19,702 | $84,493 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | 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 04-6042788).
Questions about TRUST U/W ELIZA C CLEVELAND
- What is the EIN of TRUST U/W ELIZA C CLEVELAND?
- The employer identification number (EIN) of TRUST U/W ELIZA C CLEVELAND is 04-6042788.
- Is TRUST U/W ELIZA C CLEVELAND tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1973.
- Which annual return does TRUST U/W ELIZA C CLEVELAND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST U/W ELIZA C CLEVELAND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST U/W ELIZA C CLEVELAND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of TRUST U/W ELIZA C CLEVELAND?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $1,103 (WILLIAM B PERKINS, TRUSTEE).
- How much revenue does TRUST U/W ELIZA C CLEVELAND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $25,161, expenses of $25,084 and total assets of $84,570 at year end.
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