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Nonprofit · EIN 20-3716920

WINIFRED M STENSON CHARITABLE TRUST

Tax-exempt · BOSTON, MA 02109

Financials

$1.3M$155K2023$158K$184K2024$174K$180K2025
Revenue Expenses · by fiscal year end
Financials of WINIFRED M STENSON CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$173,976$180,322-$6,346$2,629,599$0$2,629,599
December 31, 2024990-PF$158,126$183,689-$25,563$2,637,886$0$2,637,886
December 31, 2023990-PF$1,254,865$154,928$1,099,937$2,660,235$0$2,660,235
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$74,277
Interest
$1,776
Net gain from sales of assets
$92,643
Other income
$5,280

Expenses

Grants and similar amounts paid
$125,600
Compensation of officers, directors and key employees
$47,687
Disbursements for charitable purposes
$156,478
Excise tax on investment income
$2,013

Balance sheet and other

Total assets, start of year
$2,637,886
Total assets, end of year
$2,629,599
Total liabilities, end of year
$0
Net assets, end of year
$2,629,599
Fair market value of assets
$3,420,519
Qualifying distributions
$156,478
Net investment income
$168,696

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEPHANIE A BRUNO
53 STATE STREET, BOSTON, MA 02109
TRUSTEE1$15,896
LAWRENCE B COHEN
53 STATE STREET, BOSTON, MA 02109
TRUSTEE1$15,895
KATHLEEN H TARANTINO
67 HAZLEWOOD DRIVE, PEMBROKE, MA 02359
TRUSTEE1$7,948
SUZANNE PARSONS
106 LONG POND ROAD, BREWSTER, MA 02631
TRUSTEE1$7,948
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LAWRENCE B COHEN
53 STATE STREET, BOSTON, MA 02109
TRUSTEE1$30,475
KATHLEEN H TARANTINO
67 HAZLEWOOD DRIVE, PEMBROKE, MA 02359
TRUSTEE1$7,619
SUZANNE PARSONS
106 LONG POND ROAD, BREWSTER, MA 02631
TRUSTEE1$7,618
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LAWRENCE B COHEN
53 STATE STREET, BOSTON, MA 02109
TRUSTEE1$9,225
KATHLEEN H TARANTINO
67 HAZLEWOOD DRIVE, PEMBROKE, MA 02359
TRUSTEE1$7,067
SUZANNE BROOKS
106 LONG POND ROAD, BREWSTER, MA 02631
TRUSTEE1$7,067

Address and contacts

Address (IRS master file)
CO NIXON PEABODY LLP, BOSTON, MA 02109-0000
In care of
% J L HUGHES JR
Signed the 990-PF
J L HUGHES JR, TRUSTEE
Phone
(617) 345-1000
Return prepared by
NIXON PEABODY 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3716920
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
2006
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Religion-related (X12)
Assets (IRS master file)
$2,629,599
Income (IRS master file)
$585,555

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$173,976$180,322$2,629,599IRS
990-PFDecember 2024$158,126$183,689$2,637,886IRS
990-PFDecember 2023$1,254,865$154,928$2,660,235XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 20-3716920).

Questions about WINIFRED M STENSON CHARITABLE TRUST

What is the EIN of WINIFRED M STENSON CHARITABLE TRUST?
The employer identification number (EIN) of WINIFRED M STENSON CHARITABLE TRUST is 20-3716920.
Is WINIFRED M STENSON CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to WINIFRED M STENSON CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WINIFRED M STENSON CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WINIFRED M STENSON CHARITABLE TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WINIFRED M STENSON CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of WINIFRED M STENSON CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $15,896 (STEPHANIE A BRUNO, TRUSTEE).
How much revenue does WINIFRED M STENSON CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $173,976, expenses of $180,322 and total assets of $2,629,599 at year end.

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