Nonprofit · EIN 04-6111827
G GORHAM PETERS TRUST UW
Tax-exempt · BOSTON, MA 02108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $2,010,798 | $1,591,298 | $419,500 | $12,696,992 | $0 | $12,696,992 |
| April 30, 2025 | 990-PF | $2,128,647 | $1,568,959 | $559,688 | $12,277,492 | $0 | $12,277,492 |
| April 30, 2024 | 990-PF | $1,667,311 | $1,452,038 | $215,273 | $11,717,804 | $0 | $11,717,804 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $717,632
- Interest
- $214
- Net gain from sales of assets
- $1,232,952
- Other income
- $60,000
Expenses
- Grants and similar amounts paid
- $1,400,000
- Compensation of officers, directors and key employees
- $21,146
- Disbursements for charitable purposes
- $1,400,000
- Excise tax on investment income
- $24,676
Balance sheet and other
- Total assets, start of year
- $12,277,492
- Total assets, end of year
- $12,696,992
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,696,992
- Fair market value of assets
- $30,422,039
- Qualifying distributions
- $1,400,000
- Net investment income
- $1,937,068
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA S LEWIS 32 BRIDGE STREET, NEWPORT, RI 02840 | TRUSTEE | 2 | $21,146 |
| BENJAMIN J WILLIAMS JR C/O WELCH AND FORBES 45 SCHOOL ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| THEODORE E OBER C/O WELCH AND FORBES 45 SCHOOL ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
990-PF for the year ended April 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA S LEWIS 32 BRIDGE STREET, NEWPORT, RI 02840 | TRUSTEE | 2 | $20,095 |
| BENJAMIN J WILLIAMS JR C/O WELCH AND FORBES 45 SCHOOL ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| THEODORE E OBER C/O WELCH AND FORBES 45 SCHOOL ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA S LEWIS 32 BRIDGE STREET, NEWPORT, RI 02840 | TRUSTEE | 2 | $18,406 |
| BENJAMIN J WILLIAMS JR C/O WELCH AND FORBES 45 SCHOOL ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
| THEODORE E OBER C/O WELCH AND FORBES 45 SCHOOL ST, BOSTON, MA 02108 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3207
- In care of
- % WELCH & FORBES
- Signed the 990-PF
- BENJAMIN J WILLIAMS JR, TRUSTEE
- Phone
- (617) 523-1635
- Return prepared by
- WELCH & FORBES 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6111827
- 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
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T900)
- Assets (IRS master file)
- $12,696,992
- Income (IRS master file)
- $3,564,179
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $2,010,798 | $1,591,298 | $12,696,992 | XML |
| 990-PF | April 2025 | $2,128,647 | $1,568,959 | $12,277,492 | XML |
| 990-PF | April 2024 | $1,667,311 | $1,452,038 | $11,717,804 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 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 04-6111827).
Questions about G GORHAM PETERS TRUST UW
- What is the EIN of G GORHAM PETERS TRUST UW?
- The employer identification number (EIN) of G GORHAM PETERS TRUST UW is 04-6111827.
- Is G GORHAM PETERS TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to G GORHAM PETERS TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does G GORHAM PETERS TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of G GORHAM PETERS TRUST UW due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did G GORHAM PETERS TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of G GORHAM PETERS TRUST UW?
- The 990-PF for the year ended April 30, 2026 lists 3 people; 1 received compensation from the organization, the highest $21,146 (LISA S LEWIS, TRUSTEE).
- How much revenue does G GORHAM PETERS TRUST UW have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $2,010,798, expenses of $1,591,298 and total assets of $12,696,992 at year end.
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