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Nonprofit · EIN 04-6291053

TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC

Tax-exempt · BOSTON, MA 02110

Financials

$94K$117K2022$124K$179K2023$101K$121K2024
Revenue Expenses · by fiscal year end
Financials of TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$100,584$120,691-$20,107$1,257,220$0$1,257,220
November 30, 2024990-PF$124,335$178,949-$54,614$1,277,503$0$1,277,503
November 30, 2023990-PF$93,719$117,287-$23,568$1,333,934$0$1,333,934
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$45,822
Interest
$2,424
Net gain from sales of assets
$52,338

Expenses

Grants and similar amounts paid
$96,210
Compensation of officers, directors and key employees
$17,109
Disbursements for charitable purposes
$110,942
Excise tax on investment income
$1,291

Balance sheet and other

Total assets, start of year
$1,277,503
Total assets, end of year
$1,257,220
Total liabilities, end of year
$0
Net assets, end of year
$1,257,220
Fair market value of assets
$1,987,495
Qualifying distributions
$110,942
Net investment income
$100,584

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
SARAH M ALLEN SEE NOTE
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110
PART-TIME TRUSTEE1$8,555
ZACHARY A BOURQUE SEE NOTE
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110
PART-TIME TRUSTEE1$8,554
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
ZACHARY A BOURQUE SEE NOTE
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110
PART-TIME TRUSTEE1$8,388
SARAH M ALLEN SEE NOTE
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110
PART-TIME TRUSTEE1$8,388
990-PF for the year ended November 30, 2023: 2 people
NameTitleHours / weekCompensation
ZACHARY A BOURQUE SEE NOTE
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110
PART-TIME TRUSTEE1$8,123
SARAH M ALLEN SEE NOTE
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110
PART-TIME TRUSTEE1$8,122

Address and contacts

Address (IRS master file)
RHB INC 1 FEDERAL ST FL 25, BOSTON, MA 02110-0000
In care of
% RICE HEARD & BIGELOW INC
Signed the 990-PF
SARAH M ALLEN, TRUSTEE
Phone
(617) 227-1782
Return prepared by
RICE HEARD & BIGELOW INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
04-6291053
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
2021
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$1,257,220
Income (IRS master file)
$255,003

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$100,584$120,691$1,257,220XML
990-PFNovember 2024$124,335$178,949$1,277,503XML
990-PFNovember 2023$93,719$117,287$1,333,934XML
990-PFNovember 2022–––IRS
990-PFNovember 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 04-6291053).

Questions about TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC

What is the EIN of TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC?
The employer identification number (EIN) of TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC is 04-6291053.
Is TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC?
The 990-PF for the year ended November 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $8,555 (SARAH M ALLEN SEE NOTE, PART-TIME TRUSTEE).
How much revenue does TRUST UW SARAH A W DEVENS C/O RICE HEARD & BIGELOW INC have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $100,584, expenses of $120,691 and total assets of $1,257,220 at year end.

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