Nonprofit · EIN 04-6057931
TRUST UW HENRY FARNAM
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $165,334 | $34,242 | $131,092 | $363,124 | $0 | $363,124 |
| June 30, 2024 | 990-PF | $18,039 | $21,359 | -$3,320 | $231,600 | $0 | $231,600 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $11,926
- Net gain from sales of assets
- $153,208
- Other income
- $200
Expenses
- Grants and similar amounts paid
- $15,250
- Disbursements for charitable purposes
- $30,266
- Excise tax on investment income
- $2,240
Balance sheet and other
- Total assets, start of year
- $231,601
- Total assets, end of year
- $363,124
- Total liabilities, end of year
- $0
- Net assets, end of year
- $363,124
- Fair market value of assets
- $385,677
- Qualifying distributions
- $30,266
- Net investment income
- $164,777
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Amy R Lonergan ESQ ONE FEDERAL ST, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $0 |
| KATHARINE MILDE 100 BROADWAY RM 212, NORWICH, CT 06360 | CO-TRUSTEE | 1 | $0 |
| LINDSAY CARON 100 BROADWAY RM 212, NORWICH, CT 06360 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACLYN O'LEARY ESQ C/O DAY PITNEY LLP ONE FEDERAL ST, 29TH FL, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $0 |
| AMY R LONERGAN ESQ C/O DAY PITNEY LLP ONE FEDERAL ST, 29TH FL, BOSTON, MA 02110 | CO-TRUSTEE | 1 | $0 |
| KATHERINE MILDE 100 BROADWAY RM 212, NORWICH, CT 06360 | CO-TRUSTEE | 1 | $0 |
| LINDSAY CARON 100 BROADWAY RM 212, NORWICH, CT 06360 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- DAY PITNEY ONE FEDERAL ST, BOSTON, MA 02110-0000
- In care of
- % DAY PITNEY LLP
- Signed the 990-PF
- AMY R LONERGAN, CO-TRUSTEE
- Phone
- (617) 345-4600
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6057931
- 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
- 1974
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $363,124
- Income (IRS master file)
- $390,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $165,334 | $34,242 | $363,124 | XML |
| 990-PF | June 2024 | $18,039 | $21,359 | $231,600 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 04-6057931).
Questions about TRUST UW HENRY FARNAM
- What is the EIN of TRUST UW HENRY FARNAM?
- The employer identification number (EIN) of TRUST UW HENRY FARNAM is 04-6057931.
- Is TRUST UW HENRY FARNAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to TRUST UW HENRY FARNAM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UW HENRY FARNAM file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UW HENRY FARNAM due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST UW HENRY FARNAM last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of TRUST UW HENRY FARNAM?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does TRUST UW HENRY FARNAM have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $165,334, expenses of $34,242 and total assets of $363,124 at year end.
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